Schwartz Mabry Private Wealth Advisory, LLC

Greenwood Village, CO

Colorado

Registered In

09/08/2009

Incorp. Date

Company Summary

Schwartz Mabry Private Wealth Advisory, LLC at 5251 Dtc Pkwy STE 1185, Greenwood Village, Co 80111 lists Garner A Mabry IV of Greenwood Village, CO and a DBA of Legacy Private Wealth Partners.

Overview

Registered In

Colorado

Incorporation Date

09/08/2009

Company Type

Limited Liability Company

Status

Good Standing

Registration Type

Domestic

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People

Garner A Mabry IV Registered Agent

5251 DTC PKWY STE 1185, GREENWOOD VILLAGE, CO 80111 (Mailing) 6976 RIM RIDGE WAY, CASTLE ROCK, CO 80108 (View Past Addresses)

Map & Locations

5251 DTC PKWY STE 1185, GREENWOOD VILLAGE, CO 80111 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Legacy Private Wealth Partners

Greenwood Village, CO Greenwood Village, CO

Financials

Financial Information for Schwartz Mabry Private Wealth Advisory, LLC

Form 5500

SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC

5251 Dtc Parkway Suite 1185, Greenwood Village, Co 80111 (720) 381-2669 EIN:27-0880773 Plan Admin:Garner Mabry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$449,336 / $708,577	2023	SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001	11 / 11	$449,336 / $708,577
2022	Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$428,839 / $449,336	2022	SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001	10 / 11	$428,839 / $449,336
2021	Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$247,026 / $428,839	2021	SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001	7 / 10	$247,026 / $428,839
2020	Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$0 / $247,026	2020	SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001	4 / 7	$0 / $247,026

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SCHWARTZ MABRY PRIVATE WEALTH ADVISORY LLC

5251 Dtc Pkwy Ste 1185, Greenwood Village, CO 80111-2746 Ethnicity:Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/12/2021	Approved$92,977 Forgiven$93,583 LenderLive Oak Banking Company Jobs7	02/12/2021	$92,977	$93,583	Live Oak Banking Company	7
04/08/2020	Approved$85,600 Forgiven$86,365 LenderLive Oak Banking Company Jobs5	04/08/2020	$85,600	$86,365	Live Oak Banking Company	5

PPP Loans based on Paycheck Protection Program.

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Address Match:5251 Dtc Pkwy Greenwood Village, CO

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Address Match:5251 Dtc Pkwy Ste 1185 Greenwood Village, CO

Hamilton Group Advisors, LLC Registered in Colorado	Greenwood Village, CO	View Report
Legacy Private Wealth Partners, LLC Registered in Colorado	Greenwood Village, CO	View Report
Lpwp Ims, LLC Registered in Colorado	Greenwood Village, CO	View Report
Para Planner Services, LLC Registered in Colorado	Greenwood Village, CO	View Report
Wittrock Wealth Management, LLC Registered in Colorado	Denver, CO Greenwood Village, CO	View Report

Person/City Match:Garner A Mabry IV - Greenwood Village, CO

Nelson Private Wealth Advisory, LLC Registered in Colorado	Greenwood Village, CO Loveland, OH		View Report

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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