Altavista Wealth Management, Inc
North Carolina
Registered In
03/04/2004
Incorp. Date
Company Summary
Altavista Wealth Management, Inc at 4 Vanderbilt Park Dr STE 310, Asheville, Nc 28803 lists Lewis Daniel Akers , Jr. of Asheville, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Akers, L. Daniel, Jr.
Registered Agent
|
4 VANDERBILT PARK DR STE 310, ASHEVILLE, NC 28803
|
|
|
Lewis Daniel Akers , Jr.
President
|
605 HOLT LN, ASHEVILLE, NC 28801
(View Past Addresses)
|
|
4 VANDERBILT PARK DR STE 310, ASHEVILLE, NC 28803
View Map
|
Financial Information for Altavista Wealth Management, Inc
Form 5500
ALTAVISTA WEALTH MANAGEMENT, INC.
4 Vanderbilt Park Drive Suite 310, Asheville, Nc 28803 (828) 684-2600 EIN:51-0498914 Plan Admin:Kyle Boyd| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$2,105,978 / $0 | 2022 | ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 11 / 0 | $2,105,978 / $0 |
| 2021 | Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,612,165 / $2,105,978 | 2021 | ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 11 / 11 | $1,612,165 / $2,105,978 |
| 2020 | Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,255,577 / $1,612,165 | 2020 | ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 12 / 11 | $1,255,577 / $1,612,165 |
| 2019 | Plan NameALTAVISTA WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$858,838 / $1,255,577 | 2019 | ALTAVISTA WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 11 / 12 | $858,838 / $1,255,577 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ALTAVISTA WEALTH MANAGEMENT INC
4 Vanderbilt Park Dr, Asheville, Nc 28803| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$180,000 Forgiven$181,825 LenderPNC Bank, National Association Jobs10 | 05/01/2020 | $180,000 | $181,825 | PNC Bank, National Association | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:4 Vanderbilt Park Dr Ste 310 Asheville, NC
|
Blue Ridge Acquisition & Development Vi, LLC
Registered in North Carolina
|
Asheville, NC Cary, NC | View Report | |
|
Altavista Wealth Management, Inc
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Awm Biltmore School, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Blue Ridge Acquisition & Development I, LLC
Registered in North Carolina
|
Asheville, NC Cary, NC | View Report | |
|
Blue Ridge Acquisition & Development II, LLC
Registered in North Carolina
|
Asheville, NC Candler, NC (1 more) | View Report | |
|
Blue Ridge Acquisition & Development III, LLC
Registered in North Carolina
|
Asheville, NC Cary, NC | View Report | |
|
Blue Ridge Acquisition & Development Iv, LLC
Registered in North Carolina
|
Asheville, NC Cary, NC | View Report |
Address Match:4 Vanderbilt Park Dr Asheville, NC
|
Aaoc Properties LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Aaoc Properties II, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Aaoc Properties III, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Asheville Arthritis and Osteoporosis Center, P.A.
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Bcap Holdings, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Carolina Internal Medicine Associates, P. A.
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Cima Real Estate, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Pisgah Network, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Rockcliff Peachtree, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
The Community Foundation of Western North Carolina, Inc.
Registered in North Carolina
|
Asheville, NC | View Report | |
|
The Western North Carolina Real Estate Foundation, Inc.
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Timothy C. Scanlan, Dds Ms, PA
Registered in North Carolina
|
Asheville, NC | View Report | |
|
Cim, LLC
Registered in North Carolina
|
Asheville, NC | View Report | |
|
The Community Foundation of Western North Carolina, Inc.
Registered in Florida
|
Asheville, NC | View Report |
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