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WEALTH MODE FINANCIAL PLANNING, LLC

EIN 81-1189506-financial services-Latest filing 2025
Plans
1
Retirement
1
$34K assets
Welfare
0
Participants
3
270 S MAIN ST, SUITE 112 OFFICE 5 - BOUNTIFUL, UT 84010435-363-9445wealth-mode.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$34K - 3 part

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Retirement#001

WEALTH MODE FINANCIAL PLANNING, LLC 401(K) PLAN

401k

Assets$34K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH MODE FINANCIAL PLANNING, LLC 401(K) PLAN401k$34K32025
Retirement plans
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