Interwealth Management, LLC

Arizona
Registered In
10/20/2010
Incorp. Date

Company Summary

Interwealth Management, LLC at 7373 Doubletree Ranch Rd STE B155, Scottsdale, Az 85258 lists Denis Ryan of Scottsdale, AZ as the associate.

Overview

Registered In
Arizona
Incorporation Date
Company Type
Domestic Llc
Status
Active
Registration Type
Domestic
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People

Brent J Oenning Esq Registered Agent
6424 E GREENWAY PKWY STE 100, SCOTTSDALE, AZ 85254
Denis Ryan Member
7373 DOUBLETREE RANCH RD STE B155, SCOTTSDALE, AZ 85258
Denis Ryan Manager
7373 DOUBLETREE RANCH RD STE B155, SCOTTSDALE, AZ 85258

Map & Locations

7373 DOUBLETREE RANCH RD STE B155, SCOTTSDALE, AZ 85258 View Map

Financials

Financial Information for Interwealth Management, LLC

Form 5500

INTERWEALTH MANAGEMENT, LLC

8585 E. Hartford Drive, Suite 108, Scottsdale, Az 85255 (480) 397-2691 EIN:27-4375375 Plan Admin:Denis Ryan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameINTERWEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,046,535 / $956,411 2022 INTERWEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $1,046,535 / $956,411
2021 Plan NameINTERWEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$895,053 / $1,046,535 2021 INTERWEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $895,053 / $1,046,535
2020 Plan NameINTERWEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$617,297 / $895,053 2020 INTERWEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $617,297 / $895,053
2019 Plan NameINTERWEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$444,762 / $617,297 2019 INTERWEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $444,762 / $617,297
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INTERWEALTH MANAGEMENT

8585 Hartford Dr E, Scottsdale, Az 85255 Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$47,082 Forgiven$47,711 LenderU.S. Bank, National Association Jobs3 04/15/2020 $47,082 $47,711 U.S. Bank, National Association 3
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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