Sponsor portfolio
DEMORE WEALTH MANAGEMENT LLC
EIN 81-1002686financial servicesLatest filing 2025
Plans
1
Retirement
1
$206K assets
Welfare
0
Participants
2
13400 BISHOPS LANE, SUITE 200 - BROOKFIELD, WI 53005262-853-2874demorewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEMORE WEALTH MANAGEMENT LLC 401K PLAN | 401k | $206K | 2 | 2025 |
Retirement plans