C.W. O'conner Wealth Advisors, Inc.
Georgia
Registered In
10/08/2014
Incorp. Date
Company Summary
C.W. O'conner Wealth Advisors, Inc. in Peachtree Corners, GA lists Cliff Walter O'conner and Cliff O'conner Walter of Peachtree Corners, GA
Overview
Registered In
Georgia
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active/Compliance
Registration Type
Domestic
Search Other Resources
People
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Cliff O'conner
Registered Agent
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff Walter O'conner
CEO
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff O'conner Walter
CEO
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff O'conner Walter
CFO
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff Walter O'conner
CFO
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff Walter O'conner
Secretary
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Cliff O'conner Walter
Secretary
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Clifford Walter O'conner
Incorporator
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
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Map & Locations
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655 ENGINEERING DR STE 110, PEACHTREE CORNERS, GA 30092
View Map
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Financials
Financial Information for C.W. O'conner Wealth Advisors, Inc.
Form 5500
C.W. O'CONNER WEALTH ADVISORS, INC.
3175 Satelitte Boulevard, Suite 110, Duluth, Ga 30096 (770) 368-9919 EIN:58-2144304 Plan Admin:Clifford W. O'conner| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameC.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,043,273 / $963,107 | 2022 | C.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,043,273 / $963,107 |
| 2021 | Plan NameC.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$876,448 / $1,043,273 | 2021 | C.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $876,448 / $1,043,273 |
| 2020 | Plan NameC.W. O'CONNER & ASSOC., INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$752,283 / $876,448 | 2020 | C.W. O'CONNER & ASSOC., INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $752,283 / $876,448 |
| 2019 | Plan NameC.W. O'CONNER & ASSOC., INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$599,188 / $752,283 | 2019 | C.W. O'CONNER & ASSOC., INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $599,188 / $752,283 |
Benefit & Retirement Plans based on Form 5500.
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|
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Sources
The following government agencies have contributed data:
• Georgia Corporations Division • U.S. Department of Labor
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