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LONETREE WEALTH MANAGEMENT, LLC

EIN 88-3400429-financial services-Latest filing 2025
Plans
1
Retirement
1
$48K assets
Welfare
0
Participants
3
5100 POPLAR AVENUE, SUITE 1504 - MEMPHIS, TN 38137901-387-8456lonetreewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$48K - 3 part

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Retirement#001

LONETREE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$48K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LONETREE WEALTH MANAGEMENT 401(K) PLAN401k$48K32025
Retirement plans
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