Alia Wealth Partners, LLC

Germantown, TN

Tennessee

Registered In

06/29/2005

Incorp. Date

Company Summary

Alia Wealth Partners, LLC at 7475 Mcvay Station Ct STE 107, Germantown, Tn 38138 lists Lindsey D Rhea of Germantown, TN.

Overview

Registered In

Tennessee

Incorporation Date

06/29/2005

Company Type

Limited Liability Company

Status

Active

Registration Type

Domestic

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People

Lindsey D Rhea Registered Agent

7475 MCVAY STATION CT STE 107, GERMANTOWN, TN 38138

Map & Locations

7475 MCVAY STATION CT STE 107, GERMANTOWN, TN 38138 View Map
7475 MCVAY STATION CT STE 107 LINDSEY D RHEA, GERMANTOWN, TN 38138 (Mailing) View Map

Financials

Financial Information for Alia Wealth Partners, LLC

Form 5500

ALIA WEALTH PARTNERS LLC

7475 Mcvay Station Ct - STE 107, Germantown, Tn 38138 (901) 748-4899 EIN:47-1018747 Plan Admin:Lindsey Rhea

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameALIA WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$42,618 / $138,326	2023	ALIA WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$42,618 / $138,326
2022	Plan NameALIA WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $42,618	2022	ALIA WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 3	$0 / $42,618

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ALIA WEALTH PARTNERS LLC

7475 Mcvay Station Court Suite 107, Germantown, Tn 38138

Loan Date	Approved	Forgiven	Lender	Jobs
05/08/2020	Approved$48,141 Forgiven$48,596 LenderWells Fargo Bank, National Association Jobs3	05/08/2020	$48,141	$48,596	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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