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SILVERTREE WEALTH PARTNERS, PLLC

EIN 86-3500841-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
13
14350 N 87TH ST, SUITE 300 - SCOTTSDALE, AZ 85260480-867-6696raymondjames.com/silvertreewealthpartnersLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 13 part

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Retirement#001

SILVERTREE WEALTH PARTNERS 401(K) PLAN

401k

Assets$1.6M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SILVERTREE WEALTH PARTNERS 401(K) PLAN401k$1.6M132025
Retirement plans
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