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WISDOM FINANCIAL GROUP, INC.

EIN 86-3930920-financial services-Latest filing 2025
Plans
1
Retirement
1
$400K assets
Welfare
0
Participants
1
3250 W BIG BEAVER ROAD, SUITE 510 - TROY, MI 48084248-480-4407wiserfinancially.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$400K - 1 part

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Retirement#001

WISDOM FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$400K
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISDOM FINANCIAL GROUP, INC. 401(K) PLAN401k$400K12025
Retirement plans
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