Hb Wealth Management, LLC
Florida
Registered In
10/06/2021
Incorp. Date
Company Summary
Hb Wealth Management, LLC at 3835 Pga Blvd STE 105, Palm Beach Gardens, FL 33410 lists Carroll Thomas M and Hennessy Jamie of Atlanta, GA as associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 87-2119854
- Website
- homrichberg.com
- **@homrichberg.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Berg Andrew
Registered Agent
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3835 PGA BLVD, PALM BEACH GARDENS, FL 33410
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Carroll Thomas M
CEO
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3550 LENOX RD NE STE 2700, ATLANTA, GA 30326
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Hennessy Jamie
CFO
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3550 LENOX RD NE STE 2700, ATLANTA, GA 30326
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Glenn Kyle
COO
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3550 LENOX RD NE STE 2700, ATLANTA, GA 30326
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3835 PGA BLVD STE 105, PALM BEACH GARDENS, FL 33410
View Map
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3550 LENOX RD STE 2700, ATLANTA, GA 30326
(Mailing)
View Map
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Financial Information for Hb Wealth Management, LLC
Form 5500
HB WEALTH MANAGEMENT LLC
3550 Lenox Road NE Suite 2700, Atlanta, Ga 30326 (404) 264-1400 EIN:87-2119854 Plan Admin:Maggie Sudholt| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHOMRICH BERG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY153 / 186 Assets BOY/EOY$28,736,274 / $27,522,043 | 2022 | HOMRICH BERG 401(K) PROFIT SHARING PLAN - Plan #001 | 153 / 186 | $28,736,274 / $27,522,043 |
| 2022 | Plan NameHB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG TELEMEDICINE PLAN Plan #503 Participants BOY/EOY108 / 0 Assets BOY/EOY$0 / $0 | 2022 | HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG TELEMEDICINE PLAN - Plan #503 | 108 / 0 | $0 / $0 |
| 2022 | Plan NameHB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN Plan #501 Participants BOY/EOY119 / 0 Assets BOY/EOY$0 / $0 | 2022 | HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN - Plan #501 | 119 / 0 | $0 / $0 |
| 2022 | Plan NameHB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG LIFE PLAN Plan #502 Participants BOY/EOY140 / 0 Assets BOY/EOY$0 / $0 | 2022 | HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG LIFE PLAN - Plan #502 | 140 / 0 | $0 / $0 |
| 2022 | Plan NameHB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG FSA PLAN Plan #504 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0 | 2022 | HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG FSA PLAN - Plan #504 | 103 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
Hb Wealth Management LLC
Registered in New York
|
Brooklyn, NY | View Report | |
|
Hb Wealth Management LLC
Registered in Michigan
|
Grand Rapids, MI | View Report | |
|
Hb Wealth Management, LLC
Registered in Georgia
|
Atlanta, GA | View Report | |
|
Hb Wealth Management, LLC
Registered in Wisconsin
|
Waukesha, WI | View Report |
Address Match:3550 Lenox Rd Ste 2700 Atlanta, GA
|
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Person/City Match:Berg Andrew - Palm Beach Gardens, FL
|
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|
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor
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