Schlieman Wealth Management, LLC

Georgia
Registered In
11/24/2008
Incorp. Date

Company Summary

Schlieman Wealth Management, LLC at 641 Spring ST Se, Gainesville, Ga 30501 lists Michael T. Smith of Lawrenceville, GA.

Overview

Registered In
Georgia
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
Registration Type
Domestic
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People

Michael T. Smith Registered Agent
7 LUMPKIN ST, LAWRENCEVILLE, GA 30045

Map & Locations

641 SPRING ST SE, GAINESVILLE, GA 30501 View Map

Financials

Financial Information for Schlieman Wealth Management, LLC

Form 5500

SCHLIEMAN WEALTH MANAGEMENT, LLC

641 Spring ST Se, Gainesville, Ga 30501 (678) 780-3200 EIN:46-5272751 Plan Admin:Colette Hollifield
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$811,901 / $1,091,227 2023 SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 6 / 6 $811,901 / $1,091,227
2022 Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$928,149 / $811,901 2022 SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 5 / 5 $928,149 / $811,901
2021 Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$718,289 / $928,149 2021 SCHLIEMAN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 4 / 5 $718,289 / $928,149
2020 Plan NameSCHLIEMAN WEALTH MANAGEMENT, LLC Plan #001 Participants BOY/EOY14 / 4 Assets BOY/EOY$1,581,876 / $718,289 2020 SCHLIEMAN WEALTH MANAGEMENT, LLC - Plan #001 14 / 4 $1,581,876 / $718,289
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SCHLIEMAN WEALTH MANAGEMENT, LLC

641 Spring St, Gainesville, Ga 30501
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$59,765 Forgiven$60,217 LenderSouthState Bank, National Association Jobs4 04/15/2020 $59,765 $60,217 SouthState Bank, National Association 4
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor • U.S. Small Business Administration
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