Strategic Wealth Management, Inc.
Oregon
Registered In
02/22/2002
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction
Company Summary
Strategic Wealth Management, Inc. at 7900 SE 28th ST FL 5th, Mercer Island, Wa 98040 lists Patrick Sizemore of Mercer Island, WA as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Washington
- Company Type
- Foreign Business Corporation
- Status
- Inactive
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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James M Sizemore
Registered Agent
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13550 NE PARRETT MT RD, NEWBERG, OR 97132
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Patrick Sizemore
President
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7900 SE 28TH ST FL 5TH, MERCER ISLAND, WA 98040
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Patrick Sizemore
Secretary
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7900 SE 28TH ST FL 5TH, MERCER ISLAND, WA 98040
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7900 SE 28TH ST FL 5TH, MERCER ISLAND, WA 98040
View Map
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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.
PPP Loans
STRATEGIC WEALTH MANAGEMENT LLC
365 NE Greenwood Ave, Suite #4, BEND, OR 97701| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$3,815 Forgiven$3,847 LenderFirst Interstate Bank Jobs2 | 04/28/2020 | $3,815 | $3,847 | First Interstate Bank | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:7900 Se 28th St Fl 5th Mercer Island, WA
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Address Match:7900 Se 28th St Mercer Island, WA
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New Century Partners LLC
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Pure Pacific Seafood, Inc. - Washington
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|
Velapoint LLC
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Bishop Bonsella LLC
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|
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Dias-Sabey Investments, LLC
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|
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|
Escapade Ventures LLC
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|
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|
Isola Holdings, LLC
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|
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|
Lepage Real Estate, LLC
Registered in Washington
|
Mercer Island, WA | View Report |
Related Business Names:
Person/City Match:James M Sizemore - Newberg, OR
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Sizemore Associates of Oregon, LLC
Registered in Oregon
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Newberg, OR | View Report |
Person/City Match:Patrick Sizemore - Mercer Island, WA
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Par Capital Group, LLC
Registered in Nevada
|
Sparks, NV | View Report | |
|
Pf&A, LLC
Registered in Nevada
|
Mercer Island, WA | View Report | |
|
Cavallino Ventures, L.L.C.
Registered in Washington
|
Maple Valley, WA | View Report | |
|
Equishare, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Northwest Project Resources, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Nwpr, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Pmt, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Tierra Mia Investments, LLC
Registered in Washington
|
Seattle, WA | View Report | |
|
Grand Ronde Industrial Development LLC
Registered in Washington
|
Wilsonville, OR | View Report | |
|
Lightrealm Communications, Inc.
Registered in Washington
|
Kirkland, WA | 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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