Crestpoint Wealth Management, LLC

Knoxville, TN

Tennessee

Registered In

12/04/2018

Incorp. Date

Company Summary

Crestpoint Wealth Management, LLC at 300 N Forest Park Blvd STE 101 Monte B Miller, Knoxville, Tn 37919 lists Monte B Miller of Knoxville, TN.

Registered In: Tennessee
Incorporation Date: 12/04/2018
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Active
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Monte B Miller Registered Agent

300 N FOREST PARK BLVD STE 101, KNOXVILLE, TN 37919

300 N FOREST PARK BLVD STE 101 MONTE B MILLER, KNOXVILLE, TN 37919 View Map

Financial Information for Crestpoint Wealth Management, LLC

Form 5500

CRESTPOINT WEALTH MANAGEMENT, LLC

300 N. Forest Park Blvd., Suite 101, Knoxville, Tn 37919 (865) 474-8114 EIN:83-2711119 Plan Admin:Ryan Tenry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCRESTPOINT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $65,357	2022	CRESTPOINT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 4	$0 / $65,357

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CRESTPOINT WEALTH MANAGEMENT, LLC

300 N Forest Park Blvd, Knoxville, TN 37919 Industry:Office Administrative Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$20,400 Forgiven$20,559 LenderRegions Bank Jobs5	04/28/2020	$20,400	$20,559	Regions Bank	5

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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

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