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REES WEALTH MANAGEMENT LLC

EIN 85-3196869-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$107K assets
Welfare
0
Participants
1
240 S PINEAPPLE AVE STE 204 - SARASOTA, FL 342366783941-330-7402
Plans on this EIN
1 filing
#001401k-$107K - 1 part

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Retirement#001

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

401k

Assets$107K
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REES WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$107K12025
Retirement plans
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