Estes Wealth Strategies, LLC

EIN 81-1199738investment managementLatest filing 2025

Plans

Retirement

$535K assets

Welfare

Participants

4114 LEGATO ROAD, FIOOR 5 - FAIRFAX, VA 22033703-537-3655esteswealthstrategies.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$535K - 5 part

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Retirement#001

ESTES WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$535K

Participants5

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ESTES WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN	401(k)	$535K	5	2025

Retirement plans

Filings through Oct 24, 2026.

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