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OLEY KINSER CONCIERGE WEALTH, LLC

EIN 83-0539325-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
8
4501 TAMIAMI TRAIL N., SUITE 300 - NAPLES, FL 34103239-778-1780oleykinserwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 8 part

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Retirement#001

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

401k

Assets$1.6M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN401k$1.6M82025
Retirement plans
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