Cui Wealth Management LLC

EIN 82-2506256financial servicesLatest filing 2025

Plans

Retirement

$20K assets

Welfare

Participants

7730 S UNION PARK AVE, SUITE 250 - MIDVALE, UT 84047801-505-0548cuiwm.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$20K - 2 part

Plan deep-dives

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Retirement#001

CUI WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$20K

Participants2

Inside the deep dive

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 #	Name	Type	Assets	Participants	Latest year
001	CUI WEALTH MANAGEMENT 401(K) PLAN	401(k)	$20K	2	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio