Aptus Wealth Planning

Pittsburgh, PA

Pennsylvania

Registered In

12/20/2012

Incorp. Date

Company Summary

Aptus Wealth Planning at 1 Bigelow Sq FL 20th, Pittsburgh, Pa 15219 lists Thomas S. Brown and Neal A. Mcgrath of Floor Pittsburgh, PA as the associates.

Overview

Registered In

Pennsylvania

Incorporation Date

12/20/2012

Company Type

Fictitious Name

Status

Active

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

People

Thomas S. Brown Owner	20 TH, FLOOR PITTSBURGH, PA 15219
Neal A. Mcgrath Owner	20 TH, FLOOR PITTSBURGH, PA 15219

Map & Locations

1 BIGELOW SQ FL 20TH, PITTSBURGH, PA 15219 View Map

Financials

Financial Information for Aptus Wealth Planning

Form 5500

APTUS WEALTH PLANNING, LLC

409 Broad Street Suite 130, Sewickley, Pa 15143 (412) 324-2044 EIN:84-3638874 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$159,870 / $206,105	2022	APTUS WEALTH PLANNING 401(K) PLAN - Plan #001	2 / 2	$159,870 / $206,105
2021	Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$73,000 / $159,870	2021	APTUS WEALTH PLANNING 401(K) PLAN - Plan #001	2 / 2	$73,000 / $159,870
2020	Plan NameAPTUS WEALTH PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $73,000	2020	APTUS WEALTH PLANNING 401(K) PLAN - Plan #001	2 / 2	$0 / $73,000

Benefit & Retirement Plans based on Form 5500.

PPP Loans

APTUS WEALTH PLANNING LLC

409 Broad St Ste 130, Sewickley, PA 15143-1557 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/12/2021	Approved$38,656 Forgiven$39,012 LenderS & T Bank Jobs2	02/12/2021	$38,656	$39,012	S & T Bank	2
04/15/2020	Approved$39,329 Forgiven$39,640 LenderS & T Bank Jobs2	04/15/2020	$39,329	$39,640	S & T Bank	2

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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