Tlc Wealth Management, Inc.

Texas
Registered In
07/29/1999
Incorp. Date

Company Summary

Tlc Wealth Management, Inc. at 6750 W Loop S STE 790, Bellaire, Tx 77401 lists Mike Levy of Bellaire, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
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People

Michael J. Levy Registered Agent
6750 W LOOP S STE 790, BELLAIRE, TX 77401
Mike Levy President
6750 W LOOP S STE 7, BELLAIRE, TX 77401
Mike Levy Director
6750 W LOOP S STE 7, BELLAIRE, TX 77401

Map & Locations

6750 W LOOP S STE 790, BELLAIRE, TX 77401 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

The Levy Company
Bellaire, TX
Tlc Insurance Services
Bellaire, TX

Financials

Financial Information for Tlc Wealth Management, Inc.

Form 5500

TLC WEALTH MANAGEMENT, INC.

6750 West Loop South Suite 790, Bellaire, Tx 77401 (713) 626-7474 EIN:76-0613546 Plan Admin:Mike Levy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$2,081,240 / $1,533,404 2022 TLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 6 / 4 $2,081,240 / $1,533,404
2021 Plan NameTLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,705,492 / $2,081,240 2021 TLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 6 / 6 $1,705,492 / $2,081,240
2020 Plan NameTLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,371,769 / $1,705,492 2020 TLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 6 / 6 $1,371,769 / $1,705,492
2019 Plan NameTLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,534,563 / $1,371,769 2019 TLC WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 7 / 6 $1,534,563 / $1,371,769
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor
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