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WEALTH PARTNERS CAPITAL GROUP, LLC

EIN 85-4306226-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.4M assets
Welfare
0
Participants
42
525 SOUTH FLAGLER DRIVE, SUITE 300 - WEST PALM BEACH, FL 33401561-567-8166wealthpcg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.4M - 42 part

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Retirement#001

WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN

401k

Assets$8.4M
Participants42
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN401k$8.4M422025
Retirement plans
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