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ALDRICH WEALTH MANAGEMENT LLC

EIN 82-3483797-financial services-Latest filing 2025
Plans
1
Retirement
1
$262K assets
Welfare
0
Participants
4
567 VAUXHALL STREET EXT. STE 323 - WATERFORD, CT 06385860-574-9601aldrichwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$262K - 4 part

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Retirement#001

ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN

401k

Assets$262K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN401k$262K42025
Retirement plans
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