Diversified Wealth Management, LLC
Louis Park, MN
Minnesota
Registered In
04/10/2003
Incorp. Date
Company Summary
Diversified Wealth Management, LLC at 4501 Minnetonka Blvd Suite 200 St, Louis Park, Mn 55416 lists Todd C Terhorst of Louis Park, MN as the associate.
Overview
Registered In
Minnesota
Incorporation Date
Company Type
Limited Liability Company (Domestic)
Status
Active / in Good Standing
Registration Type
Domestic
Search Other Resources
People
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Todd C Terhorst
Manager
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4501 MINNETONKA BLVD SUITE 200 ST, LOUIS PARK, MN 55416
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Map & Locations
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4501 MINNETONKA BLVD SUITE 200 ST, LOUIS PARK, MN 55416
View Map
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Financials
Financial Information for Diversified Wealth Management, LLC
Form 5500
DIVERSIFIED WEALTH MANAGEMENT, LLC
4501 Minnetonka Blvd, Suite 200, St. Louis Park, Mn 55416 (612) 435-0035 EIN:91-2192208 Plan Admin:Todd Terhorst| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,115,290 / $2,801,388 | 2023 | DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $2,115,290 / $2,801,388 |
| 2022 | Plan NameDIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 | 2022 | DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $0 / $0 |
| 2021 | Plan NameDIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 | 2021 | DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $0 / $0 |
| 2020 | Plan NameDIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,578,969 / $2,001,082 | 2020 | DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $1,578,969 / $2,001,082 |
| 2019 | Plan NameDIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,195,152 / $1,578,969 | 2019 | DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,195,152 / $1,578,969 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
DIVERSIFIED WEALTH MANAGEMENT, LLC
STE 200 4501 Minnetonka Blvd, ST Louis Park, Mn 55416| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/05/2020 | Approved$77,500 Forgiven$78,018 LenderCross River Bank Jobs5 | 05/05/2020 | $77,500 | $78,018 | Cross River Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:4501 Minnetonka Blvd Suite 200 St Louis Park, MN
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Diversified Insurance Agency, LLC
Registered in Minnesota
|
Louis Park, MN | View Report | |
|
Diversified Wealth Advisors
Registered in Minnesota
|
Louis Park, MN | View Report |
Related Business Names:
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Diversified Portfolio Wealth Management, LLC
Registered in Michigan
|
East Lansing, MI | View Report | |
|
Diversified Wealth Management Group, LLC
Registered in New Jersey
|
View Report | ||
|
Diversified Prosperity Wealth Management, LLC
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
Diversified Wealth Management Solutions, LLC
Registered in California
|
Fresno, CA | View Report | |
|
Diversified Wealth Management, LLC
Registered in Georgia
|
Atlanta, GA Duluth, GA | View Report | |
|
Diversified Wealth Management Services, LLC
Registered in North Carolina
|
Mills River, NC | View Report | |
|
Diversified Wealth Management of Oklahoma LLC
Registered in Oklahoma
|
Norman, OK | View Report | |
|
Diversified Wealth Management, LLC
Registered in Oklahoma
|
Norman, OK | View Report | |
|
Diversified Wealth Management, LLC
Registered in Florida
|
Boynton Beach, FL Lake Worth, FL | View Report | |
|
Diversified Capital Wealth Management, LLC
Registered in Wisconsin
|
Mequon, WI | View Report |
Sources
The following government agencies have contributed data:
• Office of the Minnesota Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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