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.

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

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Related Business Names:

Carnegie Wealth Management LLC Registered in California	Pasadena, CA		View Report
Carnegie Global Wealth Management LLC Registered in New Hampshire	Manchester, NH		View Report

Street Match: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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