Transitions Wealth Management, LLC

Denver, CO

Colorado

Registered In

11/12/1998

Incorp. Date

Company Summary

Transitions Wealth Management, LLC at 4600 S Ulster ST STE 1050, Denver, Co 80237 lists Bruce R Bendell of Denver, CO.

Overview

Registered In

Colorado

Incorporation Date

11/12/1998

Company Type

Limited Liability Company

Status

Good Standing

Registration Type

Domestic

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People

Bruce R Bendell Registered Agent

4600 S ULSTER ST STE 1050, DENVER, CO 80237 (Mailing)

Map & Locations

4600 S ULSTER ST STE 1050, DENVER, CO 80237 View Map

Financials

Financial Information for Transitions Wealth Management, LLC

Form 5500

TRANSITIONS WEALTH MANAGEMENT, LLC

4600 S Ulster St. Ste. 1050, Denver, Co 80237 (303) 221-4867 EIN:84-1483103 Plan Admin:Bruce Bendell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,186,247 / $1,081,920	2022	TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN - Plan #001	5 / 5	$1,186,247 / $1,081,920
2021	Plan NameTRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$946,404 / $1,186,247	2021	TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN - Plan #001	5 / 5	$946,404 / $1,186,247
2020	Plan NameTRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$779,993 / $946,404	2020	TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN - Plan #001	4 / 5	$779,993 / $946,404
2019	Plan NameTRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $779,993	2019	TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN - Plan #001	5 / 4	$0 / $779,993

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TRANSITIONS WEALTH MANAGEMENT, LLC

4600 S. Ulster St., Ste. 1050, DENVER, CO 80237 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$90,400 Forgiven$91,230 LenderZions Bank, A Division of Jobs5	04/14/2020	$90,400	$91,230	Zions Bank, A Division of	5

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Transitions Wealth Management Holdings Company LLC Registered in Pennsylvania		View Report
Transitions Wealth Management LLC Registered in Pennsylvania		View Report
Transitions Wealth Management of Arizona, LLC Registered in Arizona	Little Rock, AR Scottsdale, AZ	View Report
Wealth Management Transitions LLC Registered in California	San Anselmo, CA	View Report
Transitions Wealth Management, LLC Registered in North Carolina	Charlotte, NC	View Report
Transitions Wealth Management of Arkansas, LLC Registered in Arkansas	Little Rock, AR	View Report

Address Match:4600 S Ulster St Ste 1050 Denver, CO

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Person/City Match:Bruce R Bendell - Denver, CO

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Sources

The following government agencies have contributed data:

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