Mai Wealth Management, Inc.

Registered In: Massachusetts
Incorporation Date: 04/04/2012
Registration Type: Foreign
Foreign Jurisdiction: Ohio
Company Type: Foreign Corporation
Status: Inactive
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C T Corporation System Registered Agent	155 FEDERAL ST STE 700, BOSTON, MA 02110
Richard J. Buoncore President	1360 E NINTH ST, CLEVELAND, OH 44114
James D. Kacle Director	1360 E NINTH ST, CLEVELAND, OH 44114
Richard J. Buoncore Director	1360 E NINTH ST, CLEVELAND, OH 44114
James D. Kacle Secretary	1360 E NINTH ST, CLEVELAND, OH 44114
James D. Kacle TREASURER	1360 E NINTH ST, CLEVELAND, OH 44114
Shirley Titchenell Assistant Secretary

1360 E NINTH ST STE 1100, CLEVELAND, OH 44114 View Map

Financial Information for Mai Wealth Management, Inc.

Form 5500

MAI WEALTH MANAGEMENT, INC.

6050 Oak Tree Blvd. Suite 500, Independence, Oh 44131 (216) 920-4911 EIN:27-1099169 Plan Admin:Lesa Evans

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY328 / 421 Assets BOY/EOY$36,799,641 / $35,637,942	2022	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	328 / 421	$36,799,641 / $35,637,942
2021	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY229 / 328 Assets BOY/EOY$28,881,831 / $36,799,641	2021	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	229 / 328	$28,881,831 / $36,799,641
2020	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY154 / 229 Assets BOY/EOY$23,632,269 / $28,881,831	2020	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	154 / 229	$23,632,269 / $28,881,831
2019	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY114 / 154 Assets BOY/EOY$18,070,159 / $23,632,269	2019	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	114 / 154	$18,070,159 / $23,632,269

Benefit & Retirement Plans based on Form 5500.

Address Match:1360 E Ninth St Ste 1100 Cleveland, OH

Mai Capital Income & Growth Gp III, LLC Registered in Ohio	Cleveland, OH Upper Arlington, OH (1 more)	View Report
Mai Capital Income & Growth V Qc Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Capital Income and Growth Fund V Qp, L.P. Registered in Ohio	Cleveland, OH Wilmington, DE	View Report
Mai Diversified Real Estate Income Fund II, L.P. Registered in Ohio	Cleveland, OH	View Report
Mai Diversified Real Estate Income Fund III, L.P. Registered in Ohio	Cleveland, OH	View Report
Mai Diversified Real Estate Income III Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Glade Brook Fund Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Industrial Warehouse Fund, L.P. Registered in Ohio	Cleveland, OH Wilmington, DE	View Report
Mai Lending Fund, L.P. Registered in Ohio	Cleveland, OH	View Report
Mai Lending G.P., LLC Registered in Ohio	Cleveland, OH	View Report
Mai Managed Volatility Fund, L.P. Registered in Ohio	Cleveland, OH	View Report
Mai Solamere Fund Gp, LLC Registered in Ohio	Cleveland, OH Upper Arlington, OH	View Report
Mai Wealth Private Equity Gp, LLC Registered in Ohio	Cleveland, OH Upper Arlington, OH	View Report
6 Lopez Lane, LLC Registered in Florida	Independence, OH Cleveland, OH	View Report
Mai Wealth Management, Inc. Registered in Florida	Independence, OH Cleveland, OH	View Report
Mai Large Cap Core Fund, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Multi Cap Opportunity Fund, LLC Registered in Ohio	Cleveland, OH	View Report
Hernage Creek 792, LLC Registered in Colorado	Cleveland, OH Edwards, CO	View Report
Cambo Properties, LTD. Registered in Texas	Cleveland, OH Sugar Land, TX	View Report

Address Match:1360 E Ninth St Cleveland, OH

1360 East Ninth Cle, LLC Registered in Ohio	Cleveland, OH Columbus, OH	View Report
Aiim Group, LTD. Registered in Ohio	Cleveland, OH	View Report
Mai Capital Income & Growth Gp Iv, LLC Registered in Ohio	Cleveland, OH Upper Arlington, OH (1 more)	View Report
Mai Capital Income & Growth V Qp Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Capital Income and Growth Fund III, L.P. Registered in Ohio	Cleveland, OH	View Report
Mai Diversified Real Estate Income Fund, L.P. Registered in Ohio	Cleveland, OH Upper Arlington, OH (1 more)	View Report
Mai Industrial Warehouse Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Solamere Private Equity Fund, L.P. Registered in Ohio	Cleveland, DE Cleveland, OH	View Report
Mai Wealth Private Equity Fund, L.P. Registered in Ohio	Cleveland, OH Na, OH	View Report
Hacrw, LLC Registered in Virginia	Cleveland, OH Virginia Beach, VA	View Report
Meoimi, LLC Registered in Virginia	Cleveland, OH Virginia Beach, VA	View Report
Twi Interactive Limited Liability Company Registered in Ohio	Cleveland, OH	View Report
Ubc Investments, LLC Registered in Ohio	Cleveland, OH	View Report
Central Land Corporation Registered in Florida	Cleveland, OH	View Report

Related Business Names:

Mai Wealth Management, Inc. Registered in Ohio	Upper Arlington, OH		View Report
Mai Wealth Management, Inc. Registered in New Hampshire	Independence, OH Cleveland, OH		View Report

Person/City Match:Richard J Buoncore - Cleveland, OH

Mai Capital Income and Growth Fund V Qc, L.P. Registered in Ohio	Cleveland, OH Wilmington, DE	View Report
Mai Capital Income and Growth Vi Gp, LLC Registered in Ohio	Ohio	View Report
Mai Diversified Real Estate Income II Gp, LLC Registered in Ohio	Cleveland, OH	View Report
Mai Glade Brook Venture Fund, L.P. Registered in Ohio	Cleveland, OH Wilmington, DE	View Report
Rlb Real Estate Ventures, LLC Registered in Ohio	Cleveland, OH	View Report
Vedas At Key Center, LLC Registered in Ohio	Cleveland, OH	View Report
R Squared Realty, LLC Registered in Ohio	Ohio	View Report
Mai Capital Management, LLC Registered in New Hampshire	Independence, OH Cleveland, OH	View Report
Mai Capital Management, LLC Registered in Massachusetts	Cleveland, OH	View Report

View More in Cleveland, OH

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

Mai Wealth Management, Inc.

Company Summary

Financial Information for Mai Wealth Management, Inc.

MAI WEALTH MANAGEMENT, INC.