Keatley Wealth Management, LLC
North Carolina
Registered In
04/23/2003
Incorp. Date
Company Summary
Keatley Wealth Management, LLC at 7615 Colony Rd STE 120, Charlotte, Nc 28226 lists Karen R Keatley of Charlotte, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Merged
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Keatley, Karen R.
Registered Agent
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7615 COLONY RD STE 120, CHARLOTTE, NC 28226
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Karen R Keatley
CEO
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7615 COLONY RD, CHARLOTTE, NC 28226
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7615 COLONY RD STE 120, CHARLOTTE, NC 28226
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Financial Information for Keatley Wealth Management, LLC
Form 5500
KEATLEY WEALTH MANAGEMENT, LLC
7615 Colony Road, Suite 120, Charlotte, Nc 28226 (704) 540-5535 EIN:14-1896276 Plan Admin:Matt Hale| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameKEATLEY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$919,395 / $0 | 2020 | KEATLEY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 0 | $919,395 / $0 |
| 2019 | Plan NameKEATLEY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$580,805 / $919,395 | 2019 | KEATLEY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $580,805 / $919,395 |
Benefit & Retirement Plans based on Form 5500.
Address Match:7615 Colony Rd Charlotte, NC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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