Owenby Jones Wealth Management, L.L.C.

Alpharetta, GA

Georgia

Registered In

09/16/2013

Incorp. Date

Company Summary

Owenby Jones Wealth Management, L.L.C. at 5755 N Point Pkwy STE 209, Alpharetta, Ga 30022 lists Michael T. Smith of Lawrenceville, GA.

Overview

Registered In

Georgia

Incorporation Date

09/16/2013

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 30046

Map & Locations

5755 N POINT PKWY STE 209, ALPHARETTA, GA 30022 View Map

Financials

Financial Information for Owenby Jones Wealth Management, L.L.C.

Form 5500

OWENBY JONES WEALTH MANAGEMENT, LLC

5755 North Point Parkway Suite 209, Alpharetta, Ga 30022 (678) 224-8480 EIN:46-3674209 Plan Admin:Jeffrey Jones

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,272,848 / $2,084,709	2022	OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	10 / 11	$2,272,848 / $2,084,709
2021	Plan NameOWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,771,703 / $2,272,848	2021	OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	12 / 12	$1,771,703 / $2,272,848
2020	Plan NameOWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,358,435 / $1,771,703	2020	OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	12 / 13	$1,358,435 / $1,771,703
2019	Plan NameOWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$927,103 / $1,358,435	2019	OWENBY JONES WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 11	$927,103 / $1,358,435

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OWENBY JONES WEALTH MANAGEMENT, LLC

5755 N Point Pkwy, Suite 209, ALPHARETTA, GA 30022

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$113,700 Forgiven$114,894 LenderRenasant Bank Jobs6	05/01/2020	$113,700	$114,894	Renasant Bank	6

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:5755 N Point Pkwy Ste 209 Alpharetta, GA

Jones Wealth Management LLC Registered in Georgia	Alpharetta, GA Cumming, GA		View Report
Jowm LLC Registered in Georgia	Alpharetta, GA		View Report

Address Match:5755 N Point Pkwy Alpharetta, GA

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Community Services Inc. of Orlando, Florida Registered in Florida	Alpharetta, GA	View Report
Vanguard Home Mortgage, Inc. Registered in Florida	Alpharetta, GA	View Report
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Greenfield Homes LLC Registered in Missouri	Alpharetta, GA Saint Louis, MO	View Report

Person/City Match:Michael T Smith - Lawrenceville, GA

5275 Roswell Road, L.L.C. Registered in Georgia	Lawrenceville, GA	View Report
Ausland Properties, L.L.C. Registered in Georgia	Lawrenceville, GA	View Report
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Jtf Brooks, LLC Registered in Georgia	Conyers, GA Lawrenceville, GA	View Report
Keener Watts Homeplace, L.L.C. Registered in Georgia	Lawrenceville, GA Pendergrass, GA	View Report
Michael T. Smith, P.C. Registered in Georgia	Lawrenceville, GA	View Report
Mtl Lawrenceville-Tucker, L.L.C. Registered in Georgia	Lawrenceville, GA	View Report
Probategeorgia.Com, L.L.C. Registered in Georgia	Lawrenceville, GA	View Report
S 5 H Properties, L.L.C. Registered in Georgia	Alpharetta, GA Lawrenceville, GA	View Report
S^4 Properties, LLC Registered in Georgia	Alpharetta, GA Lawrenceville, GA	View Report
Schlieman Wealth Management, LLC Registered in Georgia	Gainesville, GA Lawrenceville, GA	View Report
Sullivan & Schlieman Wealth Management, LLC. Registered in Georgia	Alpharetta, GA Lawrenceville, GA	View Report
Walther Boulevard Properties, LLC Registered in Georgia	Lawrenceville, GA	View Report
Collective Concepts, Inc Registered in Georgia	Lawrenceville, GA	View Report
Hart County Partners, L.L.C. Registered in Georgia	Lawrenceville, GA	View Report
The Botsford Group, LLC Registered in Georgia	Lawrenceville, GA	View Report
Maloy Family Partnership, Lp Registered in Georgia	Lawrenceville, GA Ormond Beach, FL	View Report
Best Masonry Services, LLC Registered in Georgia	Lawrenceville, GA	View Report
Jlc Ventures, LLC Registered in Georgia	Lawrenceville, GA Suwanee, GA	View Report

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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