Wealth Advisory Group, Inc.

Roseville, CA

California

Registered In

01/01/2007

Incorp. Date

Company Summary

Wealth Advisory Group, Inc. at 967 Reserve Dr, Roseville, Ca 95678 lists Clayton M. Holcomb and Shanna M. Holcomb of Roseville, CA as the associates.

Overview

Registered In

California

Incorporation Date

01/01/2007

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Clayton M. Holcomb Individual Agent	967 RESERVE DR, ROSEVILLE, CA 95678
Clayton M. Holcomb CEO	967 RESERVE DR, ROSEVILLE, CA 95678
Clayton M. Holcomb Chief Financial Officer	967 RESERVE DR, ROSEVILLE, CA 95678
Clayton M. Holcomb Director	967 RESERVE DR, ROSEVILLE, CA 95678
Shanna M. Holcomb Secretary	967 RESERVE DR, ROSEVILLE, CA 95678

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

967 RESERVE DR, ROSEVILLE, CA 95678 (Mailing) View Map

Financials

Financial Information for Wealth Advisory Group, Inc.

Form 5500

WEALTH ADVISORY GROUP, INC.

967 Reserve Drive, Roseville, Ca 95678 (916) 787-9935 EIN:20-8192117 Plan Admin:Clayton Holcomb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEALTH ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,056,399 / $1,361,155	2023	WEALTH ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$1,056,399 / $1,361,155
2022	Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,160,597 / $1,056,399	2022	WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 5	$1,160,597 / $1,056,399
2021	Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$850,544 / $1,160,597	2021	WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$850,544 / $1,160,597
2020	Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$617,501 / $850,544	2020	WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$617,501 / $850,544
2019	Plan NameWEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$452,054 / $617,501	2019	WEALTH ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$452,054 / $617,501

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WEALTH ADVISORY GROUP INC

967 Reserve Drive, ROSEVILLE, CA 95678-1340

Loan Date	Approved	Forgiven	Lender	Jobs
05/04/2020	Approved$61,000 Forgiven$61,364 LenderFive Star Bank Jobs4	05/04/2020	$61,000	$61,364	Five Star Bank	4

PPP Loans based on Paycheck Protection Program.

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True Wealth Advisory Group Inc. Registered in Arizona	Bend, OR Gilbert, AZ	View Report
Wealth Advisory Group, Inc. Registered in Pennsylvania	Wayne, PA	View Report
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Pinnacle Wealth Advisory Group, Inc. Registered in Wisconsin	New Richmond, WI	View Report
Kiely Wealth Advisory Group, Inc. Registered in North Carolina	Asheville, NC	View Report
Mcgehee Wealth Advisory Group, Inc. Registered in North Carolina	Charlotte, NC	View Report
Wealth Advisory Group, Inc. Registered in Alabama		View Report
American Wealth Advisory Group, Inc. Registered in Florida	Fort Lauderdale, FL	View Report
Borno Wealth Advisory Group Inc. Registered in Virginia	Virginia	View Report
Wealth Advisory Group, Inc. Registered in Florida	Belleair, FL Clearwater, FL	View Report
Wealth Advisory Group, Inc. Registered in Minnesota	Paul, MN	View Report
Private Wealth Advisory Group, Inc. Registered in Georgia	Marietta, GA	View Report
Family Wealth Advisory Group, Inc. Registered in Nevada	Los Angeles, CA Bakersfield, CA	View Report
Wealth Advisory Group, Inc. Registered in California	Long Beach, CA	View Report

View More in Roseville, CA

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration