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TULSA WEALTH ADVISORS, INC.

EIN 73-1614547-financial services-Latest filing 2024
Plans
1
Retirement
1
$9.2M assets
Welfare
0
Participants
25
1375 E. 71ST STREET - TULSA, OK 741365035918-492-2150trinitystrategicwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$9.2M - 25 part

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Retirement#001

TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN

401k

Assets$9.2M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN401k$9.2M252024
Retirement plans
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