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KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC

EIN 85-1829732-financial services-Latest filing 2025
Plans
1
Retirement
1
$325K assets
Welfare
0
Participants
9
1961 WEHRLE DRIVE, SUITE 9 - WILLIAMSVILLE, NY 14221716-276-8480kautzbuckleyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$325K - 9 part

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Retirement#001

KAUTZ BUCKLEY 401(K) PLAN

401k

Assets$325K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAUTZ BUCKLEY 401(K) PLAN401k$325K92025
Retirement plans
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