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PERSONAL WEALTH STRATEGIES, LLC

EIN 85-2895362-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
7
2277 ROUTE 33 SUITE 415 - HAMILTON, NJ 08690609-586-9308personalwealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 7 part

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Retirement#001

PERSONAL WEALTH STRATEGIES RETIREMENT TRUST

401k

Assets$2.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSONAL WEALTH STRATEGIES RETIREMENT TRUST401k$2.7M72025
Retirement plans
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