Wealth Management Group, Incorporated
North Carolina
Registered In
02/23/1999
Incorp. Date
Company Summary
Wealth Management Group, Incorporated at 1399 Ashleybrook Ln Suite 120 Winston, Salem, Nc 27103 lists David J Klepeisz of Winston-Salem, NC as the associate.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
|
Klepeisz, David J
Registered Agent
|
1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103
|
|
|
David J Klepeisz
President
|
1399 ASHLEYBROOK LN STE 120, WINSTON-SALEM, NC 27103
|
Showing current associates only (2 of 6 total associates). Create a free account to see the full associate history
Map & Locations
|
1399 ASHLEYBROOK LN SUITE 120 WINSTON, SALEM, NC 27103
View Map
|
Financials
Financial Information for Wealth Management Group, Incorporated
Form 5500
WEALTH MANAGEMENT GROUP, INC.
1399 Ashleybrook Lane Suite 120, Winston-salem, Nc 27103 (336) 760-4829 EIN:56-2124779 Plan Admin:Healthequity Retirement Services, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,191,533 / $1,075,030 | 2022 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 6 | $1,191,533 / $1,075,030 |
| 2021 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$917,122 / $1,191,533 | 2021 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $917,122 / $1,191,533 |
| 2020 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$470,085 / $917,122 | 2020 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $470,085 / $917,122 |
| 2019 | Plan NameRETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$311,107 / $470,085 | 2019 | RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC. - Plan #003 | 5 / 5 | $311,107 / $470,085 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH MANAGEMENT GROUP, INCORPORATED
1399 Ashleybrook Ln STE 120, Winston Salem, Nc 27103| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$74,300 Forgiven$75,086 LenderLive Oak Banking Company Jobs5 | 04/14/2020 | $74,300 | $75,086 | Live Oak Banking Company | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Wealth Management Group, Incorporated
Registered in Florida
|
Ocoee, FL Orlando, FL | View Report | |
|
Woodward Wealth Management Group Incorporated
Registered in Nevada
|
Greenwood Village, CO Las Vegas, NV | View Report | |
|
Arthur Wylie Wealth Management Group, Incorporated
Registered in North Carolina
|
Charlotte, NC | View Report | |
|
Woodward Wealth Management Group Incorporated
Registered in Nevada
|
Greenwood Village, CO Las Vegas, NV | View Report | |
|
Woodward Wealth Management Group Incorporated
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
Rmf Wealth Management Group Incorporated
Registered in Florida
|
Wellington, FL | View Report | |
|
Arthur Wylie Wealth Management Group, Incorporated
Registered in North Carolina
|
Charlotte, NC | View Report |
City Match:Salem, NC
|
Atlas Nc I Spe, LLC
Registered in West Virginia
|
Charleston, WV Hasana Stanberry Charlotte, NC (1 more) | View Report | |
|
Bb&T Auto Finance Corporation
Registered in West Virginia
|
Greenville, NC Salem, NC (1 more) | View Report | |
|
Floreria Hermosa Provincia, LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Gbm L.L.C.
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Girlclubz, LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Heavens to Bitsy, LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Mccallister Homes LLC
Registered in North Carolina
|
Raleigh, NC Salem, NC | View Report | |
|
Flooring for All, LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Jbookem Ventures LLC
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Lbs Services, LLC
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Smithfield Unc, LLC
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
The Origins Agency, LLC
Registered in North Carolina
|
Salem, NC Raleigh, NC | View Report | |
|
Trynot Images LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Venturealization Foundation Corporation
Registered in North Carolina
|
Salem, NC | View Report | |
|
Whistlejacket, LLC
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Whitacres, LLC
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Wingler Investments, LLC
Registered in North Carolina
|
Salem, NC | View Report | |
|
Girenco, Inc.
Registered in North Carolina
|
Salem, NC | View Report | |
|
Henry Cook International, LTD.
Registered in North Carolina
|
Salem, NC Winston-Salem, NC | View Report | |
|
Origin Comics, LLC
Registered in North Carolina
|
High Point, NC Salem, NC | View Report |
Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States