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  1. Companies/
  2. Clear Pointe Wealth Management, LLC

Filings through Oct 24, 2026.

Clear Pointe Wealth Management, LLC

EIN 88-3649053-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$754K assets
Health & Benefits
0
Participants
4
1974 EAST 125 SOUTH - LAYTON, UT 84040801-635-9053
Plans on this EIN
1 filing
#001401(k)-$754K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CLEAR POINTE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$754K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLEAR POINTE WEALTH MANAGEMENT 401(K) PLAN401(k)$754K42025
  • CLEAR POINTE WEALTH MANAGEMENT 401(K) PLAN$754K
    #001 · 401(k) · 20254
Retirement plans
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