Wealth Management Associates, LLC
New York
New York
Registered In
01/22/2004
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Wealth Management Associates, LLC at Suffolk County lists Wealth Management Associates, Llc of Water Mill, NY as the associate.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Wealth Management Associates, Llc
DOS Process
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PO BOX 480, WATER MILL, NY 11976
(View Past Addresses)
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Map & Locations
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Suffolk County
View Map
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Financials
Financial Information for Wealth Management Associates, LLC
Form 5500
WEALTH MANAGEMENT ASSOCIATES, LLC
45 Broadway - Suite 2230, New York, Ny 10006 (646) 736-2394 EIN:04-3782664 Plan Admin:Marc Moscowitz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,092,128 / $938,561 | 2022 | WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 9 | $1,092,128 / $938,561 |
| 2021 | Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$937,465 / $1,092,128 | 2021 | WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $937,465 / $1,092,128 |
| 2020 | Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$838,521 / $937,465 | 2020 | WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 10 | $838,521 / $937,465 |
| 2019 | Plan NameWEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$700,295 / $838,521 | 2019 | WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 11 | $700,295 / $838,521 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH MANAGEMENT ASSOCIATES LLC
2410 Bridge Ln PO Box 778, Cutchogue, NY 11935-1361 Industry:Other Accounting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/16/2021 | Approved$97,525 Forgiven$98,547 LenderJPMorgan Chase Bank, National Association Jobs6 | 03/16/2021 | $97,525 | $98,547 | JPMorgan Chase Bank, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/Address Match:Wealth Management Associates Llc -
|
Katz Zlotnick & Associates Wealth Management LLC
Registered in New York
|
Hauppauge, NY | View Report | |
|
Patrick Gallagher and Associates Wealth Management LLC
Registered in New York
|
Albany, NY | View Report | |
|
Saviorfaire LLC
Registered in New York
|
Water Mill, NY | View Report | |
|
Sullivan & Associates Wealth Management, LLC
Registered in New York
|
Rochester, NY | View Report | |
|
Tri-State Trading, LLC
Registered in Florida
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Aventura, FL Ocala, FL (1 more) | View Report | |
|
Wealth Management Associates Llc (De)
Registered in Georgia
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New York, NY Smyrna, GA | View Report | |
|
Dividend Trade Fund, LLC
Registered in Florida
|
Valrico, FL | View Report | |
|
Whitehaven Trading, LLC
Registered in Florida
|
Harleysville, PA | View Report | |
|
Goldman & Associates Wealth Management LLC
Registered in Tennessee
|
Nashville, TN | View Report | |
|
Goldman, Harris, Pratt & Associates Wealth Management, LLC
Registered in Tennessee
|
Nashville, TN | View Report |
Related Business Names:
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
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