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.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Foreign Business Corporation
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
Washington
Search Other Resources
People
|
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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|
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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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Map & Locations
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7900 SE 28TH ST FL 5TH, MERCER ISLAND, WA 98040
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.
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.
Linked Companies
Address Match:7900 Se 28th St Fl 5th Mercer Island, WA
|
Mercer Island Water Polo Club
Registered in Washington
|
Mercer Island, WA | View Report |
Related Business Names:
Address Match:7900 Se 28th St Mercer Island, WA
|
Beanzo LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Camp 1225, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Dias Family Investments LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
George A. and Marion M. Wilson Foundation
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Liberty Bay Rollers, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Louis Xiv Limited Liability Company
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Nebraska Street Properties LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
New Century Partners LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Scm II LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Scm III LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Sodosolo LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Zaxium - Lenora LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Cadre Cpas PLLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Pure Pacific Seafood, Inc. - Washington
Registered in Alaska
|
Mercer Island, WA | View Report | |
|
Velapoint LLC
Registered in Idaho
|
Mercer Island, WA Seattle, WA | View Report | |
|
Bishop Bonsella LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Dias-Sabey Investments, LLC
Registered in Washington
|
Mercer Island, WA Seattle, WA | View Report | |
|
Escapade Ventures LLC
Registered in Washington
|
Mercer Island, WA Seattle, WA | View Report | |
|
Isola Holdings, LLC
Registered in Washington
|
Mercer Island, WA | View Report | |
|
Lepage Real Estate, LLC
Registered in Washington
|
Mercer Island, WA | View Report |
Person/City Match:James M Sizemore - Newberg, OR
|
Sizemore Associates of Oregon, LLC
Registered in Oregon
|
Newberg, OR | View Report |
Person/City Match:Patrick Sizemore - Mercer Island, WA
|
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 |
Sources
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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