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PLATINUM WEALTH MANAGEMENT OF BUCKHEAD, LLC

EIN 86-2967333-financial services-Latest filing 2025
Plans
1
Retirement
1
$362K assets
Welfare
0
Participants
4
3372 PEACHTREE NE, SUITE 115 - ATLANTA, GA 30326404-445-0928pwm-b.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$362K - 4 part

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Retirement#001

PLATINUM WEALTH MANAGEMENT OF BUCKHEAD 401(K) PLAN

401k

Assets$362K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLATINUM WEALTH MANAGEMENT OF BUCKHEAD 401(K) PLAN401k$362K42025
Retirement plans
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