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  2. Wilson Peak Wealth Management in

Filings through Oct 24, 2026.

Wilson Peak Wealth Management in

EIN 85-1067953-financial services-Latest filing 2024
Plans
1
Retirement
1
$373K assets
Health & Benefits
0
Participants
3
600 EAST CRESCENT AVE, SUITE 202 - UPPER SADDLE RIVER, NJ 07458973-634-7725wilsonpeakwealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$373K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WILSON PEAK WEALTH MANAGEMENT INC.

401(k)

Assets$373K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILSON PEAK WEALTH MANAGEMENT INC.401(k)$373K32024
  • WILSON PEAK WEALTH MANAGEMENT INC.$373K
    #001 · 401(k) · 20243
Retirement plans
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