Coastal Valley Wealth Management,LLC

Ponte Vedra Beach, FL

Florida

Registered In

03/10/2020

Incorp. Date

Company Summary

Coastal Valley Wealth Management,LLC at 183 Landrum Ln STE 103, Ponte Vedra Beach, FL 32082 lists Hardegree William Biii of Ponte Vedra Beach, FL.

Registered In

Florida

Incorporation Date

03/10/2020

Company Type

Florida Limited Liability Co.

Status

Active

Registration Type

Domestic

EIN

84-5062908

Email

***********@fishertousey.com

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Ft Corporate Services, Llc Registered Agent	501 RIVERSIDE AVE, JACKSONVILLE, FL 32202
Hardegree William Biii Manager	183 LANDRUM LN STE 103, PONTE VEDRA BEACH, FL 32082

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

183 LANDRUM LN STE 103, PONTE VEDRA BEACH, FL 32082 View Map

Form 5500

183 Landrum Lane, Suite 103, Ponte Vedra Beach, FL 32082 (904) 834-9115 EIN:84-5062908 Plan Admin:William Hardegree

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$138,322 / $226,203	2023	COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$138,322 / $226,203
2022	Plan NameCOASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$64,885 / $138,322	2022	COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$64,885 / $138,322
2021	Plan NameCOASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $64,885	2021	COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$0 / $64,885

Benefit & Retirement Plans based on Form 5500.

Address Match:183 Landrum Ln Ste 103 Ponte Vedra Beach, FL

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• Florida Department of State • U.S. Department of Labor