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  1. Companies/
  2. Peritus Wealth Management, LLC

Filings through Oct 24, 2026.

Peritus Wealth Management, LLC

EIN 92-0408523-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$437K assets
Health & Benefits
0
Participants
10
600 UNIVERSITY PARK - HOMEWOOD, AL 35209205-438-9353
Plans on this EIN
1 filing
#001401(k)-$437K - 10 part

Plan summaries

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

Retirement#001

PERITUS WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$437K
Participants10
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
#001PERITUS WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$437K102025
  • PERITUS WEALTH MANAGEMENT, LLC 401(K) PLAN$437K
    #001 · 401(k) · 202510
Retirement plans
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