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PEREZ WEALTH MANAGEMENT LLC

EIN 47-5501350-telecommunications-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
3
1441 BRICKELL AVE STE 1700 - MIAMI, FL 331313362786-693-7871perezwm.comLinkedIn1-10 employeestelecommunications
Plans on this EIN
1 filing
#001401k-$1.2M - 3 part

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Retirement#001

PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEREZ WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.2M32025
Retirement plans
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