Private Wealth Management, LLC
Utah
Registered In
01/27/2005
Incorp. Date
Company Summary
Private Wealth Management, LLC at 3745 S Jessamine Dr, Saint George, Ut 84790 lists Blake Hansen of Saint George, UT and a DBA of Vitality Wealth.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Dba
- Status
- Expired - Conversion
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Blake Hansen
Registered Agent
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3745 S JESSAMINE DR, SAINT GEORGE, UT 84790
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3745 S JESSAMINE DR, SAINT GEORGE, UT 84790
View Map
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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).
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Vitality Wealth
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Saint George, UT |
Financial Information for Private Wealth Management, LLC
Form 5500
PRIVATE WEALTH MANAGEMENT, LLC
3745 S Jessamine Dr, ST George, Ut 84790 (801) 834-7606 EIN:20-4047076 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$407,587 / $510,389 | 2023 | PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $407,587 / $510,389 |
| 2022 | Plan NamePRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$476,372 / $407,587 | 2022 | PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 2 / 3 | $476,372 / $407,587 |
| 2021 | Plan NamePRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$28,176 / $476,372 | 2021 | PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 2 / 2 | $28,176 / $476,372 |
| 2020 | Plan NamePRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $28,176 | 2020 | PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 0 / 2 | $0 / $28,176 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PRIVATE WEALTH MANAGEMENT
15214 S Glen Vista Cir, Riverton, Ut 84065| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$37,400 Forgiven$37,577 LenderZions Bank, A Division of Jobs2 | 04/15/2020 | $37,400 | $37,577 | Zions Bank, A Division of | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:3745 S Jessamine Dr Saint George, UT
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Private Wealth Management, LLC
Registered in Utah
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Saint George, UT Jordan, UT | View Report |
Related Business Names:
The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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