Sponsor portfolio
WOLF TREE WEALTH MANAGEMENT LLC
EIN 88-4205471Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$240K assets
Welfare
0
Participants
6
100 E MADISON AVE - GRANTSBURG, WI 54840715-463-9653
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOLF TREE WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $240K | 6 | 2025 |
Retirement plans