MA Private Wealth LLC

EIN 82-4185676financial servicesLatest filing 2025

Plans

Retirement

$2.4M assets

Welfare

Participants

1355 SAN CARLOS AVE STE A - SAN CARLOS, CA 940705603650-232-2021certuswealthmanagement.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401(k)-$2.4M - 10 part

Plan deep-dives

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Retirement#002

MA PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$2.4M

Participants10

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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
002	MA PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST	401(k)	$2.4M	10	2025

Retirement plans

Filings through Oct 24, 2026.

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