Rgt Wealth Advisors, LLC

Texas
Registered In
12/28/2018
Incorp. Date

Company Summary

Rgt Wealth Advisors, LLC at 5950 Sherry Ln STE 600, Dallas, Tx 75225 lists Joseph Nolan and Mark C. Griege of Dallas, TX as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Converted
Registration Type
Domestic
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People

Mark C. Griege Registered Agent
5950 SHERRY LN STE 600, DALLAS, TX 75225
Joseph Nolan Manager
5950 SHERRY LN STE 600, DALLAS, TX 75225
Mark C. Griege Manager
5950 SHERRY LN STE 600, DALLAS, TX 75225
Charles E. Thoele Manager
5950 SHERRY LN STE 600, DALLAS, TX 75225

Map & Locations

5950 SHERRY LN STE 600, DALLAS, TX 75225 View Map

Financials

Financial Information for Rgt Wealth Advisors, LLC

Form 5500

RGT WEALTH ADVISORS, LLC

5950 Sherry Lane Suite 600, Dallas, Tx 75225 (214) 360-7000 EIN:20-2112353 Plan Admin:Craig Cardwell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameRGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY112 / 0 Assets BOY/EOY$0 / $0 2023 RGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 112 / 0 $0 / $0
2022 Plan NameRGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY108 / 112 Assets BOY/EOY$0 / $0 2022 RGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 108 / 112 $0 / $0
2021 Plan NameRGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY93 / 107 Assets BOY/EOY$0 / $0 2021 RGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 93 / 107 $0 / $0
2020 Plan NameRGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY93 / 92 Assets BOY/EOY$0 / $0 2020 RGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 93 / 92 $0 / $0
2019 Plan NameRGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST Plan #001 Participants BOY/EOY94 / 92 Assets BOY/EOY$0 / $0 2019 RGT WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST - Plan #001 94 / 92 $0 / $0
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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