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ASSETIO WEALTH MANAGEMENT

EIN 83-3336523-financial services-Latest filing 2025
Plans
1
Retirement
1
$66K assets
Welfare
0
Participants
7
4605 LANKERSHIM BLVD., SUITE 250 - NORTH HOLLYWOOD, CA 91602310-927-6684assetio.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$66K - 7 part

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Retirement#001

ASSETIO WEALTH MANAGEMENT 401K P/S PLAN

401k

Assets$66K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSETIO WEALTH MANAGEMENT 401K P/S PLAN401k$66K72025
Retirement plans
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