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FIVE POINT WEALTH ADVISORS

EIN 84-4248375-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$304K assets
Welfare
0
Participants
5
8925 E PIMA CENTER PKWY, SUITE 135 - SCOTTSDALE, AZ 85258480-948-2416
Plans on this EIN
1 filing
#001401k-$304K - 5 part

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Retirement#001

FIVE POINT WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$304K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIVE POINT WEALTH ADVISORS 401(K) PROFIT SHARING PLAN401k$304K52025
Retirement plans
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