Bgw Wealth Advisors, LLC

Charlotte, NC

North Carolina

Registered In

09/28/2000

Incorp. Date

Company Summary

Bgw Wealth Advisors, LLC at 1616 Camden Rd STE 510, Charlotte, Nc 28203 lists Bgw Cpa Pllc and Gary Frey of Charlotte, NC as associates.

Overview

Registered In

North Carolina

Incorporation Date

09/28/2000

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Domestic

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People

Mcdonald, Benjamin J Registered Agent	1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203
Bgw Cpa Pllc Member	1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203
Gary Frey Member	1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203
Daniel Territo Member	1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203
Benjamin J Mcdonald Member	1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203 View Map

Financials

Financial Information for Bgw Wealth Advisors, LLC

Form 5500

BGW WEALTH ADVISORS, LLC

1616 Camden Rd #510, Charlotte, Nc 28203 (704) 292-9750 EIN:56-2219582 Plan Admin:Benjamin Mcdonald

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBGW WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$0 / $7,708	2022	BGW WEALTH 401(K) PLAN - Plan #001	3 / 5	$0 / $7,708

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor