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GESSNER WEALTH STRATEGIES, LLC

EIN 47-4784382-financial services-Latest filing 2025
Plans
1
Retirement
1
$439K assets
Welfare
0
Participants
2
1717 ST JAMES PLACE, SUITE 625 - HOUSTON, TX 77056713-589-6448gessnerwealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$439K - 2 part

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Retirement#001

GESSNER WEALTH STRATEGIES 401(K) PLAN

401k

Assets$439K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GESSNER WEALTH STRATEGIES 401(K) PLAN401k$439K22025
Retirement plans
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