Texas Wealth Management, LLC
Texas
Registered In
07/01/2016
Incorp. Date
Company Summary
Texas Wealth Management, LLC at 18333 Egret Bay Blvd STE 600, Houston, Tx 77058 lists Catherine J Hesse of Houston, TX and Salvador Elizondo Jr of Seabrook, TX.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Michael W. Hesse
Registered Agent
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18333 EGRET BAY BLVD STE 600, HOUSTON, TX 77058
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Catherine J Hesse
Member
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1318 PEDEN ST APT D, HOUSTON, TX 77006
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Salvador Elizondo Jr
Member
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4022 SHADY SPRINGS DR, SEABROOK, TX 77586
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Michael W Hesse
Manager
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18802 POINT LOOKOUT DR, HOUSTON, TX 77058
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18333 EGRET BAY BLVD STE 600, HOUSTON, TX 77058
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Financial Information for Texas Wealth Management, LLC
Form 5500
TEXAS WEALTH MANAGEMENT, LLC
18333 Egret Bay Blvd STE 600, Houston, Tx 77058 (281) 333-3800 EIN:81-3199600 Plan Admin:Catherine Hesse| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,420,411 / $3,705,300 | 2023 | TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 7 / 7 | $3,420,411 / $3,705,300 |
| 2022 | Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,484,683 / $3,420,411 | 2022 | TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $3,484,683 / $3,420,411 |
| 2021 | Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,081,087 / $3,484,683 | 2021 | TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $3,081,087 / $3,484,683 |
| 2020 | Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 8 Assets BOY/EOY$2,586,508 / $3,081,087 | 2020 | TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 11 / 8 | $2,586,508 / $3,081,087 |
| 2019 | Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,161,781 / $2,586,508 | 2019 | TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 11 / 11 | $2,161,781 / $2,586,508 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TEXAS WEALTH MANAGEMENT
18333 Egret Bay Blvd., Suite 600, Houston, TX 77058-3298| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$207,000 Forgiven$209,303 Lenderb1BANK Jobs9 | 04/27/2020 | $207,000 | $209,303 | b1BANK | 9 |
PPP Loans based on Paycheck Protection Program.
Address Match:18333 Egret Bay Blvd Ste 600 Houston, TX
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Address Match:18333 Egret Bay Blvd Houston, TX
The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor U.S. Small Business Administration
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