Sponsor portfolio
COGNITIVE WEALTH MANAGEMENT
EIN 84-3963311financial servicesLatest filing 2025
Plans
1
Retirement
1
$68K assets
Welfare
0
Participants
4
15060 VENTURA BLVD - LOS ANGELES, CA 91403805-630-4630cognitivewealthmgmt.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 | COGNITIVE WEALTH MANAGEMENT 401(K) PLAN | 401k | $68K | 4 | 2025 |
Retirement plans