T a Wealth Management, Inc.

Venice, FL

Florida

Registered In

06/02/2014

Incorp. Date

Company Summary

T a Wealth Management, Inc. at 13292 Pelto Street Venice, Venice, FL 34293 lists Agostinelli Thomas of Venice, FL as the associate.

Overview

Registered In

Florida

Incorporation Date

06/02/2014

Company Type

Domestic Profit

Status

Active

Registration Type

Domestic

EIN

26-4215671

Website

tawmonline.com

Email

***@tawmonline.com

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People

Nrai Services, Inc Registered Agent	1200 S PINE ISLAND RD, PLANTATION, FL 33324
Agostinelli Thomas President/Director	13292 PELTO ST, VENICE, FL 34293 (View Past Addresses)

Map & Locations

13292 PELTO STREET VENICE, VENICE, FL 34293 View Map
13292 PELTO ST, VENICE, FL 34293 (Mailing) View Map

Financials

Financial Information for T a Wealth Management, Inc.

Form 5500

T. A. WEALTH MANAGEMENT, INC.

13292 Pelto Street, Venice, FL 34293 (855) 866-8296 EIN:26-4215671 Plan Admin:Thomas Agostinelli

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameT. A. WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,435,048 / $1,793,325	2023	T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	3 / 3	$1,435,048 / $1,793,325
2022	Plan NameT. A. WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,549,280 / $1,435,048	2022	T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	3 / 3	$1,549,280 / $1,435,048
2021	Plan NameT. A. WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,048,088 / $1,549,280	2021	T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	3 / 3	$1,048,088 / $1,549,280
2020	Plan NameT. A. WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$880,944 / $1,048,088	2020	T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 3	$880,944 / $1,048,088
2019	Plan NameT. A. WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$640,213 / $880,944	2019	T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 2	$640,213 / $880,944

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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