Katz Wealth Management Group LLC

Atlanta, GA

Georgia

Registered In

06/03/2021

Incorp. Date

Company Summary

Katz Wealth Management Group LLC at 56 Woodcrest Ave, Atlanta, Ga 30309 lists Edward Katz of Atlanta, GA as the associate.

Registered In

Georgia

Incorporation Date

06/03/2021

Company Type

Domestic Limited Liability Company

Status

Active/Compliance

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

Steve Nyberg Registered Agent	29 LENOX POINTE NE, ATLANTA, GA 30324
Edward Katz Organizer	56 WOODCREST AVE, ATLANTA, GA 30309

56 WOODCREST AVE, ATLANTA, GA 30309 View Map

Form 5500

3414 Peachtree Road Suite 1100, Atlanta, Ga 30326 (404) 869-4703 EIN:87-1017240 Plan Admin:Shirley Horner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKATZ WEALTH MANAGEMENT GROUP LLC Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$74,270 / $162,698	2023	KATZ WEALTH MANAGEMENT GROUP LLC - Plan #001	3 / 3	$74,270 / $162,698
2022	Plan NameKATZ WEALTH MANAGEMENT GROUP LLC Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,944 / $74,270	2022	KATZ WEALTH MANAGEMENT GROUP LLC - Plan #001	3 / 3	$1,944 / $74,270
2021	Plan NameKATZ WEALTH MANAGEMENT GROUP LLC Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $1,944	2021	KATZ WEALTH MANAGEMENT GROUP LLC - Plan #001	0 / 0	$0 / $1,944

Benefit & Retirement Plans based on Form 5500.

Address Match:56 Woodcrest Ave Atlanta, GA

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Person/City Match:Steve Nyberg - Atlanta, GA

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• Georgia Corporations Division • U.S. Department of Labor