Willow Private Wealth, LLC

Alabama

Registered In

08/13/2021

Incorp. Date

Company Summary

Willow Private Wealth, LLC in Alabama lists Marshall, Casey T and Miller, Wesley S of Vestavia Hills, AL as the associates.

Overview

Registered In

Alabama

Incorporation Date

08/13/2021

Company Type

Domestic Limited Liability Company

Status

Exists

Registration Type

Domestic

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People

Miller, Wesley S Registered Agent	1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242
Marshall, Casey T Organizer	1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242
Miller, Wesley S Organizer	1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242

Financials

Financial Information for Willow Private Wealth, LLC

Form 5500

WILLOW PRIVATE WEALTH LLC

1400 Urban Center Drive, Suite 475, Vestavia Hills, Al 35242 (205) 329-8703 EIN:87-2167477 Plan Admin:Wesley Miller

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$32,446 / $89,347	2023	WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 2	$32,446 / $89,347
2022	Plan NameWILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $32,446	2022	WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$0 / $32,446

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Alabama Secretary of State • U.S. Department of Labor

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