Gessner Wealth Strategies LLC

Texas
Registered In
08/12/2015
Incorp. Date

Company Summary

Gessner Wealth Strategies LLC at 1717 Saint James Pl STE 625, Houston, Tx 77056 lists Michelle Gessner of Houston, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

Michelle Gessner Registered Agent
5850 SAN FELIPE STE 500, HOUSTON, TX 77057
Michelle Gessner Member
50 BRIAR HOLLOW LN STE 335 E, HOUSTON, TX 77027

Map & Locations

1717 SAINT JAMES PL STE 625, HOUSTON, TX 77056 View Map

Financials

Financial Information for Gessner Wealth Strategies LLC

Form 5500

GESSNER WEALTH STRATEGIES, LLC

1717 ST James Place Suite 625, Houston, Tx 77056 (713) 589-6448 EIN:47-4784382 Plan Admin:Michelle Gessner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameGESSNER WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$171,792 / $236,589 2023 GESSNER WEALTH STRATEGIES 401(K) PLAN - Plan #001 2 / 2 $171,792 / $236,589
2022 Plan NameGESSNER WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$178,279 / $171,792 2022 GESSNER WEALTH STRATEGIES 401(K) PLAN - Plan #001 2 / 2 $178,279 / $171,792
2021 Plan NameGESSNER WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$130,097 / $178,279 2021 GESSNER WEALTH STRATEGIES 401(K) PLAN - Plan #001 1 / 2 $130,097 / $178,279
2020 Plan NameGESSNER WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$112,406 / $130,097 2020 GESSNER WEALTH STRATEGIES 401(K) PLAN - Plan #001 2 / 2 $112,406 / $130,097
2019 Plan NameGESSNER WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$91,777 / $112,406 2019 GESSNER WEALTH STRATEGIES 401(K) PLAN - Plan #001 2 / 2 $91,777 / $112,406
Benefit & Retirement Plans based on Form 5500.
PPP Loans

GESSNER WEALTH STRATEGIES LLC

5850 San Felipe Suite 500, Houston, Tx 77057 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$29,872 Forgiven$30,113 LenderFirst Horizon Bank Jobs2 04/11/2020 $29,872 $30,113 First Horizon Bank 2
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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