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STRATEGIC WEALTH MANAGEMENT LLC

EIN 99-1588872-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$149K assets
Welfare
0
Participants
5
1610B GRAVES MILL ROAD - LYNCHBURG, VA 24502434-942-9437
Plans on this EIN
1 filing
#001401k-$149K - 5 part

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Retirement#001

STRATEGIC WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401k

Assets$149K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN401k$149K52025
Retirement plans
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