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MONEY WISE LLC

EIN 83-2288121-financial services-Latest filing 2025
Plans
1
Retirement
1
$145K assets
Welfare
0
Participants
4
14301 N 87TH ST STE 315 - SCOTTSDALE, AZ 852603692480-556-6600moneywiseaz.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$145K - 4 part

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Retirement#001

MONEY WISE LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$145K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONEY WISE LLC 401(K) PROFIT SHARING PLAN & TRUST401k$145K42025
Retirement plans
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