Advanced Wealth Management, Inc.

Portland, OR

Oregon

Registered In

11/24/1995

Incorp. Date

Company Summary

Advanced Wealth Management, Inc. at 10220 SW Greenburg Rd STE 210, Portland, Or 97223 lists Theodore R Haley and Linda M Heintz of Portland, OR.

Overview

Registered In

Oregon

Incorporation Date

11/24/1995

Company Type

Domestic Business Corporation

Status

Active

Registration Type

Domestic

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People

Theodore R Haley Registered Agent	10220 SW GREENBURG RD STE 210, PORTLAND, OR 97223
Theodore R Haley President	10220 SW GREENBURG RD STE 210, PORTLAND, OR 97223
Linda M Heintz Secretary	10220 SW GREENBURG RD STE 210, PORTLAND, OR 97223
Theodore R Haley INDIVIDUAL WITH DIRECT KNOWLEDGE	10220 SW GREENBURG RD STE 210, PORTLAND, OR 97223

Map & Locations

10220 SW GREENBURG RD STE 210, PORTLAND, OR 97223 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Advanced Asset Management	Portland, OR
Advanced Wealth Management	Portland, OR

Financials

Financial Information for Advanced Wealth Management, Inc.

Form 5500

ADVANCED WEALTH MANAGEMENT INC

8625 SW Cascade Ave Suite 602, Beaverton, Or 97008 (503) 452-9300 EIN:93-1192173 Plan Admin:Theodore Haley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADVANCED WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,797,310 / $1,432,757	2023	ADVANCED WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	10 / 9	$1,797,310 / $1,432,757
2022	Plan NameADVANCED WEALTH MANAGEMENT 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,883,560 / $1,797,310	2022	ADVANCED WEALTH MANAGEMENT 401(K) P/S PLAN - Plan #001	9 / 10	$1,883,560 / $1,797,310

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Advanced Wealth Management, Inc. Registered in California	Costa Mesa, CA	View Report
Advanced Wealth Management, Inc. Registered in Pennsylvania	Pittsburgh, PA	View Report
Advanced Wealth Management, Inc. Registered in Nevada	Incline Village, NV	View Report
Advanced Wealth Management Group, Inc. Registered in Minnesota	Minneapolis, MN	View Report
Advanced Wealth Management, Inc. Registered in Utah	Cedar City, UT	View Report
Advanced Wealth Management Consulting, Inc. Registered in Oregon	Portland, OR	View Report
Advanced Wealth Management Seminars, Inc. Registered in Nevada	Reno, NV	View Report
Advanced Wealth Management Solutions, Inc. Registered in California	Walnut Creek, CA	View Report

Address Match:10220 Sw Greenburg Rd Ste 210 Portland, OR

Haley Financial Group Registered in Oregon	Portland, OR		View Report

Address Match:10220 Sw Greenburg Rd Portland, OR

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor