Katz Wealth Management Group LLC

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
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
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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

Financial Information for Katz Wealth Management Group LLC

Form 5500

KATZ WEALTH MANAGEMENT GROUP LLC

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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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor
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