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POINTWEALTH CAPITAL MANAGEMENT

EIN 81-0949741-financial services-Latest filing 2025
Plans
1
Retirement
1
$730K assets
Welfare
0
Participants
4
16130 VENTURA BLVD., SUITE 670 - ENCINO, CA 914362540818-905-3977pointwealthcm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$730K - 4 part

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Retirement#001

POINTWEALTH CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$730K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POINTWEALTH CAPITAL MANAGEMENT 401(K) PLAN401k$730K42025
Retirement plans
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