Pickler Wealth Advisors, LLC

Collierville, TN

Tennessee

Registered In

10/14/2004

Incorp. Date

Company Summary

Pickler Wealth Advisors, LLC at 1135 Halle Park Cir, Collierville, Tn 38017 lists David A Pickler of Collierville, TN.

Registered In

Tennessee

Incorporation Date

10/14/2004

Company Type

Limited Liability Company

Status

Active

Registration Type

Domestic

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David A Pickler Registered Agent

1135 HALLE PARK CIR, COLLIERVILLE, TN 38017

1135 HALLE PARK CIR, COLLIERVILLE, TN 38017 View Map

Form 5500

1135 Halle Park Circle, Collierville, Tn 38017 (901) 316-0160 EIN:20-1706187 Plan Admin:Charles Cossar

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePICKLER WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$833,485 / $857,168	2022	PICKLER WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001	27 / 30	$833,485 / $857,168
2021	Plan NamePICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 27 Assets BOY/EOY$689,905 / $833,485	2021	PICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	23 / 27	$689,905 / $833,485
2020	Plan NamePICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$549,818 / $689,905	2020	PICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	20 / 23	$549,818 / $689,905
2019	Plan NamePICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$399,353 / $549,818	2019	PICKLER WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	20 / 20	$399,353 / $549,818

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1135 Halle Park Circle, COLLIERVILLE, TN 38017-7083 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$183,457 Forgiven$184,690 LenderBank of Bartlett Jobs17	04/10/2020	$183,457	$184,690	Bank of Bartlett	17

PPP Loans based on Paycheck Protection Program.

Address Match:1135 Halle Park Cir Collierville, TN

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• Tennessee Secretary of State • U.S. Department of Labor • U.S. Small Business Administration