Nelson Wealth Management, LLC

Warrenton, VA

Virginia

Registered In

01/28/2022

Incorp. Date

Company Summary

Nelson Wealth Management, LLC at 332 W Lee Hwy # 300, Warrenton, Va 20186 lists Brett Nelson of Warrenton, VA.

Registered In

Virginia

Incorporation Date

01/28/2022

Company Type

Llc

Status

Active

Registration Type

Domestic

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Brett Nelson Registered Agent

332 W LEE HWY # 300, WARRENTON, VA 20186

332 W LEE HWY # 300, WARRENTON, VA 20186 View Map

Form 5500

332 W. Lee Highway, UNIT 300, Warrenton, Va 20186 (703) 473-2337 EIN:87-4732127 Plan Admin:Brett Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNELSON WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$309,560 / $377,900	2023	NELSON WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001	2 / 2	$309,560 / $377,900
2022	Plan NameNELSON WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $309,560	2022	NELSON WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001	0 / 2	$0 / $309,560

Benefit & Retirement Plans based on Form 5500.

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• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor