Sponsor portfolio
CREATED WEALTH ADVISORY
EIN 84-3202915financial servicesLatest filing 2025
Plans
1
Retirement
1
$268K assets
Welfare
0
Participants
3
555 ROSE AVENUE #6 - VENICE, CA 90291310-424-4011createdwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CREATED WEALTH ADVISORY PROFIT SHARING 401(K) PLAN | 401k | $268K | 3 | 2025 |
Retirement plans