Unified Wealth Management L.L.C.
Arizona
Registered In
09/28/2004
Incorp. Date
Company Summary
Unified Wealth Management L.L.C. at 7025 N Scottsdale Rd # 110, Scottsdale, Az 85253 lists Richard Boehm of Scottsdale, AZ as the associate.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Llc
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Richard Boehm
Registered Agent
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7025 N SCOTTSDALE RD # 110, SCOTTSDALE, AZ 85253
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Richard Boehm
Member
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7025 N SCOTTSDALE RD # 110, SCOTTSDALE, AZ 85253
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Richard Boehm
Manager
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7025 N SCOTTSDALE RD # 110, SCOTTSDALE, AZ 85253
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7025 N SCOTTSDALE RD # 110, SCOTTSDALE, AZ 85253
View Map
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Financial Information for Unified Wealth Management L.L.C.
Form 5500
UNIFIED WEALTH MANAGEMENT, LLC
6720 N Scottsdale Road, Suite 378, Scottsdale, Az 85253 (480) 699-5275 EIN:35-2242918 Plan Admin:Richard Boehm| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameUNIFIED FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$927,523 / $1,185,984 | 2020 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN - Plan #001 | 7 / 8 | $927,523 / $1,185,984 |
| 2020 | Plan NameUNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$627,597 / $804,817 | 2020 | UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN - Plan #002 | 6 / 5 | $627,597 / $804,817 |
| 2019 | Plan NameUNIFIED FINANCIAL SERVICES, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$720,077 / $927,523 | 2019 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN - Plan #001 | 7 / 6 | $720,077 / $927,523 |
| 2019 | Plan NameUNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$454,644 / $627,597 | 2019 | UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN - Plan #002 | 6 / 6 | $454,644 / $627,597 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
UNIFIED WEALTH MANAGEMENT LLC
7025 N Scottsdale Rd STE 110, Scottsdale, Az 85253 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$87,500 Forgiven$88,558 LenderJPMorgan Chase Bank, National Association Jobs3 | 05/01/2020 | $87,500 | $88,558 | JPMorgan Chase Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:7025 N Scottsdale Rd # 110 Scottsdale, AZ
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The following government agencies have contributed data:
Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
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