Truewealth Advisors, LLC

Birmingham, AL

Alabama

Registered In

02/03/2014

Incorp. Date

Company Summary

Truewealth Advisors, LLC at 2000 S Lake Park # 200, Birmingham, Al 35244 lists Marks, Paul B of Birmingham, AL and Sims, Larry Jason as associates.

Registered In: Alabama
Incorporation Date: 02/03/2014
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Exists
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Marks, Paul B Registered Agent	2000 SOUTHLAKE PARK STE 200, BIRMINGHAM, AL 35244
Marks, Paul B Member	2000 SOUTHLAKE PARK STE 200, BIRMINGHAM, AL 35244
Sims, Larry Jason Member
Marks, Paul B Organizer	22 INVERNESS CENTER PKWY STE 555, BIRMINGHAM, AL 35242
Skinner, Raymond W Organizer	22 INVERNESS CENTER PKWY STE 555, BIRMINGHAM, AL 35242

2000 S LAKE PARK # 200, BIRMINGHAM, AL 35244 View Map

Financial Information for Truewealth Advisors, LLC

Form 5500

TRUEWEALTH ADVISORS, LLC

2000 Southlake Park, Suite 200, Birmingham, Al 35244 (205) 588-4800 EIN:46-5532509 Plan Admin:Paul Marks

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRUEWEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$93,623 / $235,467	2023	TRUEWEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	7 / 6	$93,623 / $235,467
2022	Plan NameTRUEWEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $93,623	2022	TRUEWEALTH ADVISORS, LLC 401(K) PLAN - Plan #001	7 / 7	$0 / $93,623

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TRUEWEALTH ADVISORS, LLC

2000 Southlake Park Suite 200, Birmingham, Al 35244-3292 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$84,002 Forgiven$84,745 LenderSynovus Bank Jobs8	04/11/2020	$84,002	$84,745	Synovus Bank	8

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor U.S. Small Business Administration

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