Forthright Wealth Management, LLC
Georgia
Registered In
04/08/2015
Incorp. Date
Company Summary
Forthright Wealth Management, LLC at 5755 N Point Pkwy STE 47, Alpharetta, Ga 30022 lists Paul J Foley of Winston-Salem, NC as the associate.
- Registered In
- Georgia
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active/Compliance
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Tom Ridenour
Registered Agent
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5755 N POINT PKWY STE 253, ALPHARETTA, GA 30022
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Paul J Foley
Organizer
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1001 W FOURTH ST, WINSTON-SALEM, NC 27101
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5755 N POINT PKWY STE 47, ALPHARETTA, GA 30022
View Map
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Financial Information for Forthright Wealth Management, LLC
Form 5500
FORTHRIGHT WEALTH MANAGEMENT, LLC
5755 North Point Pkwy STE 47, Alpharetta, Ga 30022 (470) 448-4470 EIN:47-3653275 Plan Admin:Anthony Austreng| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,347,144 / $1,952,459 | 2023 | FORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,347,144 / $1,952,459 |
| 2022 | Plan NameFORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,259,198 / $1,347,144 | 2022 | FORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 7 / 8 | $1,259,198 / $1,347,144 |
| 2021 | Plan NameFORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,005,270 / $1,259,198 | 2021 | FORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $1,005,270 / $1,259,198 |
| 2020 | Plan NameFORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $1,005,270 | 2020 | FORTHRIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $0 / $1,005,270 |
Benefit & Retirement Plans based on Form 5500.
Address Match:5755 N Point Pkwy Ste 47 Alpharetta, GA
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The following government agencies have contributed data:
Georgia Corporations Division U.S. Department of Labor
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