Strategic Wealth Management, Inc.
New Mexico
Registered In
08/22/2002
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction
Company Summary
Strategic Wealth Management, Inc. at 500 4th NW STE 220, Albuquerque, Nm 87102 lists Sizemore, Patrick L and Sheffield, Scott A as associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Tax Clearance
Registration Type
Foreign
Foreign Jurisdiction
Washington
Search Other Resources
People
|
John Ulrich
Registered Agent
|
500 4TH NW STE 220, ALBUQUERQUE, NM 87102
|
|
|
Sizemore, Patrick L
President
|
||
|
Sheffield, Scott A
Vice President
|
||
|
Sizemore, Patrick L
Secretary
|
||
|
Patrick L Sizemore
Director
|
Map & Locations
|
500 4TH NW STE 220, ALBUQUERQUE, NM 87102
(Mailing)
View Map
|
Financials
Financial Information for Strategic Wealth Management, Inc.
Form 5500
STRATEGIC WEALTH MANAGEMENT, INC.
Building 5000 4th Floor 5400 Carillon Point, Kirkland, Wa 98033 (425) 250-7600 EIN:91-1510392 Plan Admin:Ach Retirement Plan Consultants Inc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSTRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,693,611 / $1,659,461 | 2022 | STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN - Plan #001 | 6 / 5 | $1,693,611 / $1,659,461 |
| 2021 | Plan NameSTRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$1,434,359 / $1,693,611 | 2021 | STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN - Plan #001 | 9 / 6 | $1,434,359 / $1,693,611 |
| 2020 | Plan NameSTRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,214,653 / $1,434,359 | 2020 | STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN - Plan #001 | 9 / 9 | $1,214,653 / $1,434,359 |
| 2019 | Plan NameSTRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$933,068 / $1,214,653 | 2019 | STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN - Plan #001 | 10 / 9 | $933,068 / $1,214,653 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:500 4th Nw Albuquerque, NM
|
107 Columbia Dr., S.E., LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
110 Maple St., N.E., LLC
Registered in New Mexico
|
Albuquerque, NM Albuqueruque, NM | View Report | |
|
111 Eubank, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
20-After, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
3552 Mountainside Parkway, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
6331 Michelangelo Lane, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
901 Rio Vista Street, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Executive Ridge Homeowners Association, Inc.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Geneva Property Management, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
James A. Chavez, P.C.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Law Office of Dorene A. Kuffer, P.C.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Maf1, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Mesa Detection Agency, Inc.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Permex Petroleum Company, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Spring River New Mexico, LLC
Registered in New Mexico
|
Albuquerque, NM Roswell, NM | View Report | |
|
Kansas Townhouse Associates, LTD.
Registered in Florida
|
Albuquerque, NM | View Report | |
|
Glorieta Battlefield Coalition
Registered in New Mexico
|
Albuquerque, NM Rio Rancho, NM | View Report | |
|
Joseph's Hair Salon for Men, Inc.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Motion Picture Association of New Mexico
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
The Santa Fe Brain Research Institute
Registered in New Mexico
|
Albuquerque, NM | View Report |
Related Business Names:
Person/City Match:John Ulrich - Albuquerque, NM
|
Laguna Construction Company, Inc.
Registered in New Mexico
|
Laguna, NM | View Report | |
|
Sovereign Wealth Advisors, LLC
Registered in New Mexico
|
Mesa, AZ | View Report | |
|
Ulrich Consulting and Investment Group, LLC
Registered in Washington
|
Albuquerque, NM Spokane, WA | View Report | |
|
Ulrich Consulting Group, LLC
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Commercial Roofers, Inc.
Registered in New Mexico
|
Albuquerque, NM Alburquerque, NM (1 more) | View Report | |
|
Health Connections, Inc.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Medallion Investment Management Company, Inc.
Registered in New Mexico
|
Albuquerque, NM | View Report | |
|
Laguna Construction Company, Inc.
Registered in California
|
Laguna, NM | View Report | |
|
Sovereign Wealth Advisors LLC
Registered in Washington
|
Albuquerque, NM Mesa, AZ | View Report |
Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor
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