Charlotte Wealth Management LLC
North Carolina
Registered In
03/04/2009
Incorp. Date
Company Summary
Charlotte Wealth Management LLC at 3530 Toringdon Way STE 108, Charlotte, Nc 28277 lists Stuart R Gardner , Jr and Gail Jenkinson Gardner of Matthews, NC.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
Search Other Resources
People
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Gardner, Stuart R, Jr
Registered Agent
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3530 TORINGDON WAY STE 108, CHARLOTTE, NC 28277
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Stuart R Gardner , Jr
President
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1533 GLENN VALLEY DR, MATTHEWS, NC 28105
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Gail Jenkinson Gardner
Vice President
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1533 GLENN VALLEY DR, MATTHEWS, NC 28105
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Map & Locations
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3530 TORINGDON WAY STE 108, CHARLOTTE, NC 28277
(Mailing)
View Map
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Financials
Financial Information for Charlotte Wealth Management LLC
Form 5500
CHARLOTTE WEALTH MANAGEMENT, LLC
10715 Sikes Place Suite 100, Charlotte, Nc 28277 (704) 849-1001 EIN:26-4098125 Plan Admin:Stuart R. Gardner, Jr.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$841,433 / $605,802 | 2022 | CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $841,433 / $605,802 |
| 2021 | Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$579,989 / $841,433 | 2021 | CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $579,989 / $841,433 |
| 2020 | Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$443,730 / $579,989 | 2020 | CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $443,730 / $579,989 |
| 2019 | Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$304,893 / $443,730 | 2019 | CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $304,893 / $443,730 |
| 2015 | Plan NameCHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$58,835 / $98,057 | 2015 | CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $58,835 / $98,057 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARLOTTE WEALTH MANAGEMENT LLC
10715 Sikes Pl Sute 100, Charlotte, Nc 28277-8140| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$33,400 Forgiven$33,725 LenderFirst-Citizens Bank & Trust Company Jobs2 | 05/01/2020 | $33,400 | $33,725 | First-Citizens Bank & Trust Company | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:3530 Toringdon Way Ste 108 Charlotte, NC
|
Charlotte Wealth Advisors, LLC
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|
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Address Match:3530 Toringdon Way Charlotte, NC
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|
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|
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|
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Deephaven Mortgage LLC
Registered in New Hampshire
|
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Deephaven Mortgage LLC
Registered in Alaska
|
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Deephaven Mortgage LLC
Registered in Oklahoma
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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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