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
Llc - Domestic
Status
Active - Current
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Blake Hansen Registered Agent
3745 S JESSAMINE DR, SAINT GEORGE, UT 84790 (View Past Addresses)
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).

Vitality Wealth
Jordan, 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.
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Address Match:3745 S Jessamine Dr Saint George, UT
Private Wealth Management, LLC Registered in Utah
Saint George, UT View Report

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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