Legacy Wealth Management

Kenai, AK

Alaska

Registered In

01/31/2022

Incorp. Date

Company Summary

Legacy Wealth Management at 10735 Kenai Spur Hwy STE 3, Kenai, Ak 99611 lists Lwm Wealth Management Inc. as the associate.

Registered In

Alaska

Incorporation Date

01/31/2022

Company Type

Business Name Registration

Status

Active Name

Registration Type

Domestic

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Lwm Wealth Management Inc. Owner

10735 KENAI SPUR HWY STE 3, KENAI, AK 99611 View Map

Form 5500

10735 Kenai Spur Hwy Suite 3, Kenai, Ak 99611 (907) 283-5646 EIN:46-4041436 Plan Admin:Roy Wells Sr

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEGACY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$1,215,218 / $0	2022	LEGACY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 0	$1,215,218 / $0
2021	Plan NameLEGACY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$974,062 / $1,215,218	2021	LEGACY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$974,062 / $1,215,218
2020	Plan NameLEGACY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$717,396 / $974,062	2020	LEGACY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$717,396 / $974,062
2019	Plan NameLEGACY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$494,537 / $717,396	2019	LEGACY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$494,537 / $717,396

Benefit & Retirement Plans based on Form 5500.

Address Match:10735 Kenai Spur Hwy Ste 3 Kenai, AK

Lwm Wealth Management Inc. Registered in Alaska	Kenai, AK		View Report

Related Business Names:

Legacy Wealth Management Registered in North Dakota	Fargo, ND	View Report
Legacy Wealth Management Registered in Pennsylvania	West Chester, PA	View Report
Legacy Wealth Management Registered in California	Sacramento, CA	View Report
Legacy Wealth Management LTD. Registered in Wyoming	Cheyenne, WY Las Vegas, NV	View Report
Legacy Wealth Management, Inc. Registered in Tennessee	Memphis, TN	View Report
Legacy Wealth Management, LLC Registered in Nevada	Las Vegas, NV	View Report
Legacy Wealth Management Registered in Utah	Jordan, UT Pleasant Grove, UT	View Report
Legacy Wealth Management, Inc. Registered in Minnesota	Mankato, MN	View Report
Legacy Wealth Management, LLC Registered in Idaho	Boise, ID	View Report
Legacy Wealth Management LLC Registered in Washington	Vancouver, WA	View Report
Legacy Wealth Management, LLC Registered in Oklahoma	Edmond, OK	View Report
Legacy Wealth Management, LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management Registered in Utah	Salt Lake City, UT	View Report
Legacy Wealth Management Registered in Missouri	Gladstone, MO	View Report
Legacy Wealth Management, LLC Registered in Arkansas	Bella Vista, AR	View Report
Legacy Wealth Management, LLC Registered in Massachusetts	Needham, MA Westborough, MA	View Report
Legacy Wealth Management, LLC Registered in Minnesota	Cannon Falls, MN	View Report
Legacy Wealth Management Registered in California	Santa Monica, CA	View Report

• Alaska Department of Commerce, Community, and Economic Development • U.S. Department of Labor