Waverly Advisors, LLC

Alabama

Registered In

07/01/1999

Incorp. Date

Company Summary

Waverly Advisors, LLC in Alabama lists Wakm Companies Llc as the associate.

Corporate Creations Network Registered Agent	4000 EAGLE POINT CORPORATE DR, BIRMINGHAM, AL 35242
Wakm Companies Llc Member

You must login to view additional information. Don't have an account? Sign Up, it's free!

Form 5500

600 University Park Place Suite 501, Birmingham, Al 35209 (205) 871-3334 EIN:63-1229657 Plan Admin:Steven Causey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWAVERLY ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY102 / 118 Assets BOY/EOY$589,834 / $2,424,204	2023	WAVERLY ADVISORS, LLC 401(K) PLAN - Plan #001	102 / 118	$589,834 / $2,424,204
2022	Plan NameWAVERLY ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY60 / 79 Assets BOY/EOY$0 / $589,834	2022	WAVERLY ADVISORS, LLC 401(K) PLAN - Plan #001	60 / 79	$0 / $589,834

Benefit & Retirement Plans based on Form 5500.

Person/Address Match:Wakm Companies Llc -

Insight Advisors, LLC Registered in Alabama	Birmingham, AL	View Report
Technology Partners, LLC Registered in Alabama	Birmingham, AL	View Report
Wakm Tax Pros, LLC Registered in Alabama	Birmingham, AL	View Report
Ecommerce Solutions, LLC Registered in Alabama		View Report
Warren Averett Benefit Consultants, LLC Registered in Alabama	Alabama	View Report

Related Business Names:

Waverly Advisors LLC Registered in New York	Corning, NY	View Report
Waverly Place Advisors, LLC Registered in New York	New York, NY	View Report
Waverly Strategic Advisors LLC Registered in New Jersey		View Report
Waverly Advisors LLC Registered in Pennsylvania	Philadelphia, PA	View Report
Waverly Advisors, LLC Registered in Florida	Homewood, FL North Palm Beach, FL	View Report
Waverly Aviation Advisors LLC Registered in Washington	Bothell, WA	View Report
Waverly Street Re Advisors LLC Registered in Pennsylvania	Philadelphia, PA	View Report
Waverly Advisors, LLC Registered in North Carolina	Birmingham, AL Charlotte, NC	View Report
Waverly Advisors, LLC Registered in Colorado	Birmingham, AL Fort Collins, CO	View Report
Waverly Advisors, LLC Registered in Mississippi	Birmingham, AL Hattiesburg, MS	View Report

The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor

Manage Profile Opt-Out