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ALLYSON J. TRANTUM CFP, INC., DBA AJT WEALTH CONSULTANTS

EIN 81-2299644-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$607K assets
Welfare
0
Participants
4
27710 JEFFERSON AVE, STE 102 - TEMECULA, CA 92590951-440-7917
Plans on this EIN
1 filing
#001401k-$607K - 4 part

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Retirement#001

AJT WEALTH CONSULTANTS 401(K) PLAN

401k

Assets$607K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AJT WEALTH CONSULTANTS 401(K) PLAN401k$607K42025
Retirement plans
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