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  2. McCune Whiteley Wealth Management

Filings through Oct 24, 2026.

McCune Whiteley Wealth Management

EIN 99-4130835-financial services-Latest filing 2025
Plans
1
Retirement
1
$103K assets
Health & Benefits
0
Participants
8
2900 WINGATE STREET 100 - FORT WORTH, TX 76107817-775-6996mywealthmanaged.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$103K - 8 part

Plan summaries

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

Retirement#001

MCCUNE WHITELEY WEALTH MANAGEMENT RETIREMENT TRUST

401(k)

Assets$103K
Participants8
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
#001MCCUNE WHITELEY WEALTH MANAGEMENT RETIREMENT TRUST401(k)$103K82025
  • MCCUNE WHITELEY WEALTH MANAGEMENT RETIREMENT TRUST$103K
    #001 · 401(k) · 20258
Retirement plans
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