Avera Wealth Advisors, LLC

Georgia
Registered In
08/09/2017
Incorp. Date

Company Summary

Avera Wealth Advisors, LLC at 125 Townpark Dr NW STE 300, Kennesaw, Ga 30144 lists Andrew Avera of Marietta, GA as the associate.

Overview

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

Legalinc Corporate Services Inc Registered Agent
1870 THE EXCHANGE SUITE 200 # 44, ATLANTA, GA 30339
Andrew Avera Organizer
994 ASHEBROOKE WAY NE, MARIETTA, GA 30068

Map & Locations

125 TOWNPARK DR NW STE 300, KENNESAW, GA 30144 View Map

Financials

Financial Information for Avera Wealth Advisors, LLC

Form 5500

AVERA WEALTH ADVISORS LLC

125 Townpark Drive NW Suite 300, Kennesaw, Ga 30144 (678) 881-0813 EIN:82-2746025 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAVERA WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$14,012 / $205,087 2023 AVERA WEALTH ADVISORS 401(K) PLAN - Plan #001 2 / 3 $14,012 / $205,087
2022 Plan NameAVERA WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $14,012 2022 AVERA WEALTH ADVISORS 401(K) PLAN - Plan #001 1 / 2 $0 / $14,012
Benefit & Retirement Plans based on Form 5500.
PPP Loans

AVERA WEALTH ADVISORS LLC

125 Townpark Dr Suite 300, Kennesaw, Ga 30144-3231
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$39,901 Forgiven$40,270 LenderSynovus Bank Jobs2 05/01/2020 $39,901 $40,270 Synovus Bank 2
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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