Willow Private Wealth, LLC
Alabama
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
Company Type
Domestic Limited Liability Company
Status
Exists
Registration Type
Domestic
Search Other Resources
People
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Miller, Wesley S
Registered Agent
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1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242
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Marshall, Casey T
Organizer
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1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242
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Miller, Wesley S
Organizer
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1400 URBAN CENTER DR STE 475, VESTAVIA HILLS, AL 35242
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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.
Linked Companies
Sources
The following government agencies have contributed data:
• Alabama Secretary of State • U.S. Department of Labor
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