Intelus Wealth Management, LLC

Alabama
Registered In
01/20/2017
Incorp. Date

Company Summary

Intelus Wealth Management, LLC in Alabama lists Carlisle, W Todd of Birmingham, AL as the associate.

Overview

Registered In
Alabama
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Exists
Registration Type
Domestic
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People

Funches, Stanley T Registered Agent
2127 OLD CAHABA PL, HELENA, AL 35080
Carlisle, W Todd Organizer
2311 HIGHLAND AVE S STE 500, BIRMINGHAM, AL 35205

Financials

Financial Information for Intelus Wealth Management, LLC

Form 5500

INTELUS WEALTH MANAGEMENT, LLC

Two Perimeter Park Street Suite 410e, Birmingham, Al 35243 (205) 313-3590 EIN:81-5251084 Plan Admin:Stanley Funches
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameINTELUS WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$246,684 / $214,412 2022 INTELUS WEALTH MANAGEMENT LLC 401K PLAN - Plan #001 3 / 3 $246,684 / $214,412
2021 Plan NameINTELUS WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$184,683 / $246,684 2021 INTELUS WEALTH MANAGEMENT LLC 401K PLAN - Plan #001 3 / 3 $184,683 / $246,684
2020 Plan NameINTELUS WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$119,032 / $119,032 2020 INTELUS WEALTH MANAGEMENT LLC 401K PLAN - Plan #001 3 / 3 $119,032 / $119,032
2019 Plan NameINTELUS WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$28,323 / $119,032 2019 INTELUS WEALTH MANAGEMENT LLC 401K PLAN - Plan #001 3 / 3 $28,323 / $119,032
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INTELUS WEALTH MANAGEMENT

2 Perimeter Park, Birmingham, Al 35243-3224 Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$43,699 Forgiven$44,024 LenderTruist Bank Jobs6 04/09/2020 $43,699 $44,024 Truist Bank 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/City Match:Funches Stanley T - Helena, AL
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Person/City Match:Carlisle W Todd - Birmingham, AL
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Brookline Investments, Inc. Registered in Alabama
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Lrw Associates, Inc. Registered in Alabama
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Stepping Stones Elc, LLC Registered in Alabama
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Highcap Solutions, Inc. Registered in Alabama
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Sources

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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