Patel Wealth Management, LLC
Arizona
Registered In
06/07/2006
Incorp. Date
Company Summary
Patel Wealth Management, LLC at 1802 W Lynx Way, Chandler, Az 85248 lists Amrish Patel of Chandler, 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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Amrish A Patel
Registered Agent
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1802 W LYNX WAY, CHANDLER, AZ 85248
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Amrish Patel
Member
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1802 W LYNX WAY, CHANDLER, AZ 85248
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Amrish Patel
Manager
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1802 W LYNX WAY, CHANDLER, AZ 85248
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1802 W LYNX WAY, CHANDLER, AZ 85248
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Financial Information for Patel Wealth Management, LLC
Form 5500
PATEL WEALTH MANAGEMENT, LLC
8777 N Gainey Center Dr, STE 161, Scottsdale, Az 85258 (480) 336-3456 EIN:68-0630772 Plan Admin:Amrish Patel| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$246,385 / $344,837 | 2022 | PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 4 / 5 | $246,385 / $344,837 |
| 2022 | Plan NamePATEL WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$78,117 / $154,664 | 2022 | PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $78,117 / $154,664 |
| 2021 | Plan NamePATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$146,748 / $246,385 | 2021 | PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 4 / 4 | $146,748 / $246,385 |
| 2021 | Plan NamePATEL WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$16,670 / $78,117 | 2021 | PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $16,670 / $78,117 |
| 2020 | Plan NamePATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $146,748 | 2020 | PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 4 / 4 | $0 / $146,748 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PATEL WEALTH MANAGEMENT, LLC
1802 W Lynx Way, Chandler, Az 85248-5427 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$51,600 Forgiven$51,930 LenderWestern State Bank Jobs4 | 04/28/2020 | $51,600 | $51,930 | Western State Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1802 W Lynx Way Chandler, 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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