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  1. Companies/
  2. Nelson Wealth Management, LLC

Filings through Oct 24, 2026.

Nelson Wealth Management, LLC

EIN 87-4732127-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$543K assets
Health & Benefits
0
Participants
3
332 W. LEE HIGHWAY, UNIT 300 - WARRENTON, VA 20186703-473-2337
Plans on this EIN
1 filing
#001401(k)-$543K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

NELSON WEALTH MANAGEMENT, LLC 401K PLAN

401(k)

Assets$543K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NELSON WEALTH MANAGEMENT, LLC 401K PLAN401(k)$543K32025
  • NELSON WEALTH MANAGEMENT, LLC 401K PLAN$543K
    #001 · 401(k) · 20253
Retirement plans
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