Wealth Management Advisors, LLC
Massachusetts
Registered In
05/03/2000
Incorp. Date
Company Summary
Wealth Management Advisors, LLC at 600 Market St, Lynnfield, Ma 01940 lists Stephen P Ahern of Lynnfield, MA and Stephen P. Ahern as the associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Inactive
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Stephen P. Ahern
Registered Agent
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Stephen P Ahern
Manager
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600 MARKET ST, LYNNFIELD, MA 01940
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Stephen P Ahern
REAL PROPERTY
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600 MARKET ST, LYNNFIELD, MA 01940
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Stephen P. Ahern
SOC SIGNATORY
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600 MARKET ST, LYNNFIELD, MA 01940
View Map
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Financial Information for Wealth Management Advisors, LLC
Form 5500
WEALTH MANAGEMENT ADVISORS, LLC
600 Clark Rd 4th Floor, Tewksbury, Ma 01876 (978) 970-3400 EIN:04-3517220 Plan Admin:Fiduciary Shield| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$871,091 / $0 | 2022 | WEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 8 / 0 | $871,091 / $0 |
| 2021 | Plan NameWEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$496,640 / $871,091 | 2021 | WEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 8 | $496,640 / $871,091 |
| 2020 | Plan NameWEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$261,013 / $496,640 | 2020 | WEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 5 | $261,013 / $496,640 |
| 2019 | Plan NameWEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$122,959 / $261,013 | 2019 | WEALTH MANAGEMENT ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 5 | $122,959 / $261,013 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH MANAGEMENT ADVISORS, LLC
600 Clark Road, 4th Floor, TEWKSBURY, MA 01876-1671| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/07/2020 | Approved$72,695 Forgiven$73,295 LenderCambridge Trust Company Jobs3 | 04/07/2020 | $72,695 | $73,295 | Cambridge Trust Company | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:600 Market St Lynnfield, MA
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Related Business Names:
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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