Nowak Wealth Management Group, LLC

North Carolina
Registered In
10/04/2007
Incorp. Date

Company Summary

Nowak Wealth Management Group, LLC at 3909 Sunset Ridge Rd STE 101, Raleigh, Nc 27607 lists James R. Nowak of Raleigh, NC as the associate.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Nowak, James R. Registered Agent
3909 SUNSET RIDGE RD STE 101, RALEIGH, NC 27607
James R. Nowak Manager
3909 SUNSET RIDGE RD STE 101, RALEIGH, NC 27607

Map & Locations

3909 SUNSET RIDGE RD STE 101, RALEIGH, NC 27607 View Map

Financials

Financial Information for Nowak Wealth Management Group, LLC

Form 5500

NOWAK WEALTH MANAGEMENT GROUP, LLC

3909 Sunset Ridge Rd STE 101, Raleigh, Nc 27607 (919) 562-5072 EIN:27-1680780 Plan Admin:Nowak Wealth Management Group, Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWILLOWTRUST WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$0 / $73,009 2022 WILLOWTRUST WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001 2 / 4 $0 / $73,009
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NOWAK WEALTH MANAGEMENT GROUP, LLC

3909 Sunset Ridge Road Suite 101, Raleigh, Nc 27607-6668 Industry:All Other Business Support Services
Loan Date Approved Forgiven Lender Jobs
04/16/2020 Approved$34,300 Forgiven$34,692 LenderFirst National Bank of Pennsylvania Jobs3 04/16/2020 $34,300 $34,692 First National Bank of Pennsylvania 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:3909 Sunset Ridge Rd Raleigh, NC
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Independence Health, P.A. Registered in North Carolina
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Person/City Match:Nowak James R - Raleigh, NC
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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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