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Benefits Intelligence/Broker Directory/Florida

Albert Wealth Management LLC

Fort Lauderdale, FL

Albert Wealth Management LLC of Fort Lauderdale, FL is the broker of record on 8 Form 5500 Schedule A filings covering 7 employer benefit plans, with $3,940 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$3,940
plan year 2025

Quick answer

Albert Wealth Management LLC (Fort Lauderdale, FL) is the broker of record for 7 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Albert Wealth Management LLC have?
Albert Wealth Management LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.
Who are Albert Wealth Management LLC's largest employer clients?
By plan participants, the largest include Gunther Motor Company Of Plantation, Inc. (608 participants), The Father'S Table, LLC (469 participants) and B&B Holding Enterprises Inc. (290 participants).
How much does Albert Wealth Management LLC earn in commissions?
Insurers reported $3,940 in broker commissions paid to Albert Wealth Management LLC for plan year 2025, per Schedule A Part 1.
Where is Albert Wealth Management LLC located?
Albert Wealth Management LLC is based in Fort Lauderdale, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Albert Wealth Management LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Gunther Motor Company Of Plantation, Inc.FL6082025-03-31
The Father'S Table, LLCFL4692025-05-31
B&B Holding Enterprises Inc.FL2902024-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.