Filings through Sep 24, 2026.

Wealthsouth

Matched across 1 name variant in the filings

Market position · 2024

Plans served2+1 YoYRank #8460 of mapped providers

Assets under administration$17M0.0%Share of filed assets - rank #9741

Fees received$85,000Median $42,500/planSum across Schedule C direct + indirect

Net wins YoY+01 won - 1 lostPlan-level switch detection

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