Wealth Strategies Group LLC
Lakewood, CO
Wealth Strategies Group LLC of Lakewood, CO is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $33 in reported broker commissions (plan year 2025).
Quick answer
Wealth Strategies Group LLC (Lakewood, CO) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wealth Strategies Group LLC have?
- Wealth Strategies Group LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Wealth Strategies Group LLC's largest employer clients?
- By plan participants, the largest include Parker Personal Care Homes, Inc. (108 participants) and Four Star Drywall (38 participants).
- How much does Wealth Strategies Group LLC earn in commissions?
- Insurers reported $33 in broker commissions paid to Wealth Strategies Group LLC for plan year 2025, per Schedule A Part 1.
- Where is Wealth Strategies Group LLC located?
- Wealth Strategies Group LLC is based in Lakewood, CO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wealth Strategies Group LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Parker Personal Care Homes, Inc. | CO | 108 | 2025-12-31 |
| Four Star Drywall | CO | 38 | 2023-04-30 |
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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.