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  1. Companies/
  2. Adara Wealth Management LLC

Filings through Oct 24, 2026.

Adara Wealth Management LLC

EIN 85-3647145-financial services-Latest filing 2025
Plans
1
Retirement
1
$926K assets
Health & Benefits
0
Participants
9
1980 E RIVER RD STE 100 - TUCSON, AZ 857185966602-332-2326adarawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$926K - 9 part

Plan summaries

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

Retirement#001

ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$926K
Participants9
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
#001ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$926K92025
  • ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST$926K
    #001 · 401(k) · 20259
Retirement plans
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