Aptus Wealth Planning LLC

Sewickley, PA

Pennsylvania

Registered In

11/06/2019

Incorp. Date

Company Summary

Aptus Wealth Planning LLC in Sewickley, PA was registered on 11/06/2019. It is listed at 409 Broad ST STE 130, Sewickley, Pa 15143.

Registered In: Pennsylvania
Incorporation Date: 11/06/2019
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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409 BROAD ST STE 130, SEWICKLEY, PA 15143 View Map

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Financial Information for Aptus Wealth Planning LLC

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.

Address Match:409 Broad St Ste 130 Sewickley, 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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