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ASPECT WEALTH MANAGEMENT

EIN 74-2822124-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
15
9311 SAN PEDRO SUITE 750 - SAN ANTONIO, TX 78216210-268-1530aspectwealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$1.4M - 15 part

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Retirement#002

ASPECT WEALTH MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$1.4M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ASPECT WEALTH MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN401k$1.4M152025
Retirement plans
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