Ajh Wealth Management and Financial Services, LLC

Wisconsin

Registered In

11/06/2009

Incorp. Date

Company Summary

Ajh Wealth Management and Financial Services, LLC in Wisconsin lists Allan J Haupert of Brookfield, WI.

Registered In: Wisconsin
Incorporation Date: 11/06/2009
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Organized
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Allan J Haupert Registered Agent

13890 BISHOPS DR STE 220, BROOKFIELD, WI 53005-6608 (View Past Addresses)

Financial Information for Ajh Wealth Management and Financial Services, LLC

Form 5500

AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC

13890 Bishop's Drive, Suite 220, Brookfield, Wi 53005 (414) 763-3867 EIN:27-1314065 Plan Admin:Allan Haupert

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAJH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$537,080 / $661,922	2023	AJH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$537,080 / $661,922
2022	Plan NameAJH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$529,666 / $537,080	2022	AJH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$529,666 / $537,080
2021	Plan NameAJH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$368,662 / $529,666	2021	AJH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$368,662 / $529,666
2019	Plan NameAJH WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2019	AJH WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Person City Match:Brookfield, WI

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The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor

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