Carnegie Wealth Management

Exton, PA

Pennsylvania

Registered In

02/26/2004

Incorp. Date

Company Summary

Carnegie Wealth Management at 667 Exton Commons, Exton, Pa 19341 lists Willow Financial Bank of Wayne, PA as the associate.

Willow Financial Bank Owner

170 S WARNER RD STE 300, WAYNE, PA 19087

667 EXTON COMMONS, EXTON, PA 19341 View Map

Form 5500

850 Cassatt Road Ste. 225, Berwyn, Pa 19312 (610) 640-4300 EIN:82-2413873 Plan Admin:Scott Sheffer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARNEGIE WEALTH MANAGEMENT LLC 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $70,922	2022	CARNEGIE WEALTH MANAGEMENT LLC 401(K) RETIREMENT SAVINGS PLAN - Plan #001	4 / 5	$0 / $70,922

Benefit & Retirement Plans based on Form 5500.

PPP Loans

920 Cassatt Road, Berwyn, PA 19312 Industry:Other Financial Vehicles

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$82,475 Forgiven$83,293 LenderTD Bank, National Association Jobs3	04/29/2020	$82,475	$83,293	TD Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:667 Exton Commons Exton, PA

Carnegie Wealth Management, LLC Registered in Pennsylvania	Exton, PA	View Report
Carnegie Wm, LLC Registered in Pennsylvania	Exton, PA	View Report
Cw Advisors, LLC Registered in Pennsylvania	Exton, PA	View Report
So Farr Holdings, LLC Registered in Pennsylvania	Exton, PA	View Report
Carnegie Wealth Management Registered in Pennsylvania	Commons Ccommons Exton, PA Exton, PA	View Report

Related Business Names:

Carnegie Wealth Management Corporation Registered in New Jersey	New Jersey	View Report
Carnegie Wealth Management LLC Registered in California	Pasadena, CA	View Report
Carnegie Wealth Management, Inc. Registered in Florida	Fort Myers, FL	View Report
Carnegie Wealth Management, Inc. Registered in Georgia	Almond, NC Bryson City, NC	View Report
Carnegie Wealth Management Registered in Ohio	Cleveland, OH	View Report
Carnegie Global Wealth Management LLC Registered in New Hampshire	Manchester, NH	View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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