Carnegie Wealth Management, LLC

Exton, PA

Pennsylvania

Registered In

08/08/2017

Incorp. Date

Company Summary

Carnegie Wealth Management, LLC in Exton, PA was registered on 08/08/2017. It is listed at 667 Exton Commons, Exton, Pa 19341.

Registered In: Pennsylvania
Incorporation Date: 08/08/2017
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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667 EXTON COMMONS, EXTON, PA 19341 View Map

Financial Information for Carnegie Wealth Management, LLC

Form 5500

CARNEGIE WEALTH MANAGEMENT LLC

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

CARNEGIE WEALTH MANAGEMENT LLC

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

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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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