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  2. Callesen Wealth Management, Inc.

Filings through Oct 24, 2026.

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Callesen Wealth Management, Inc.

EIN 38-3673443-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
10
331 FIRST ST. - MANISTEE, MI 49660231-723-8373callesenwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$4.4M - 10 part

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Retirement#001

CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k)

Assets$4.4M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN401(k)$4.4M102025
Retirement plans
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