Cornerstone Wealth Management, LLC
Oregon
Registered In
01/12/2018
Incorp. Date
Company Summary
Cornerstone Wealth Management, LLC at 486 NW 2nd Ave, Canby, Or 97013 lists Christopher Stutes of Canby, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Christopher Stutes
Registered Agent
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486 NW 2ND AVE, CANBY, OR 97013
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Christopher Stutes
Manager
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486 NW 2ND AVE, CANBY, OR 97013
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Christopher Stutes
INDIVIDUAL WITH DIRECT KNOWLEDGE
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486 NW 2ND AVE, CANBY, OR 97013
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486 NW 2ND AVE, CANBY, OR 97013
View Map
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24390 S CENTRAL POINT RD, CANBY, OR 97013
(Mailing)
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Financial Information for Cornerstone Wealth Management, LLC
Form 5500
CORNERSTONE WEALTH MANAGEMENT, LLC
486 NW 2nd Street, Canby, Or 97013 (503) 266-7431 EIN:82-4029653 Plan Admin:Matthew Stutes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$3,650,874 / $3,151,473 | 2022 | CORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 5 / 6 | $3,650,874 / $3,151,473 |
| 2021 | Plan NameCORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,893,583 / $3,650,874 | 2021 | CORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 5 / 5 | $2,893,583 / $3,650,874 |
| 2020 | Plan NameCORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,939,565 / $2,893,583 | 2020 | CORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 4 / 5 | $1,939,565 / $2,893,583 |
| 2019 | Plan NameCORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,300,938 / $1,939,565 | 2019 | CORNERSTONE WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 3 / 4 | $1,300,938 / $1,939,565 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CORNERSTONE WEALTH MANAGEMENT, LLC
24390 S Central Point Rd, Canby, Or 97013 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$27,880 Forgiven$28,171 LenderJPMorgan Chase Bank, National Association Jobs2 | 05/01/2020 | $27,880 | $28,171 | JPMorgan Chase Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Address Match:486 Nw 2nd Ave Canby, OR
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Fmm Investments LLC
Registered in Oregon
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Canby, OR Molalla, OR | View Report | |
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M & S Investments LLC
Registered in Oregon
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Canby, OR Molalla, OR | View Report | |
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Stutes Capital Group, Inc.
Registered in Oregon
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Canby, OR | View Report | |
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Whk Soccer Club Inc
Registered in Oregon
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Canby, OR | View Report | |
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Magenheimer Financial LLC
Registered in Oregon
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Canby, OR Molalla, OR | View Report | |
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Stutes Financial Group, Incorporated
Registered in Oregon
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Canby, OR | View Report |
The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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