Meritage Wealth Insurance Advisors, LLC

Texas
Registered In
09/20/2019
Incorp. Date

Company Summary

Meritage Wealth Insurance Advisors, LLC at 12206 Preece Ct, Cypress, Tx 77429 lists Southmark Wealth Management, Llc of Cypress, TX as the associate.

Overview

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

Meredith Law Firm, Pc Registered Agent
10200 GROGAN'S MILL RD STE 220, THE WOODLANDS, TX 77380
Southmark Wealth Management, Llc Managing Member
12206 PREECE CT, CYPRESS, TX 77429

Map & Locations

12206 PREECE CT, CYPRESS, TX 77429 View Map

Financials

Financial Information for Meritage Wealth Insurance Advisors, LLC

Form 5500

MERITAGE WEALTH INSURANCE ADVISORS, LLC

12206 Preece Ct, Cypress, Tx 77429 (713) 410-5690 EIN:84-3080441 Plan Admin:Allison Brecher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$109,465 / $130,296 2022 MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001 18 / 12 $109,465 / $130,296
2021 Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $109,465 2021 MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001 5 / 11 $0 / $109,465
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MERITAGE WEALTH INSURANCE ADVISORS, LLC

12206 Preece Ct, Cypress, Tx 77429
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$52,982 Forgiven$53,524 LenderJPMorgan Chase Bank, National Association Jobs4 05/01/2020 $52,982 $53,524 JPMorgan Chase Bank, National Association 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:12206 Preece Ct Cypress, TX
Southmark Wealth Management LLC Registered in Texas
Cypress, TX View Report
Related Business Names:
Meritage Wealth Insurance Advisors, LLC Registered in Massachusetts
Houston, TX View Report
Meritage Wealth Insurance Advisors, LLC Registered in California
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Sources

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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