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STRATEGIC WEALTH MANAGEMENT, INC.

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Company Details

Legal Name: STRATEGIC WEALTH MANAGEMENT, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: September 22nd 1988
Expiration date: 30 Sep 2025
UBI Number: 601 110 702
ZIP code: 98033
City: Kirkland
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1303 1ST ST, KIRKLAND, WA, 98033-6162, UNITED STATES

Contact Details

E-Mail: PATS@SWM.COM
Phone Number: +1 206-499-2122

Nature of Business

Other Services, Any Lawful Purpose

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Registered Agent Information

Name Role Address
PATRICK SIZEMORE Registered Agent 1303 1ST ST, KIRKLAND, WA, 98033-5413, UNITED STATES

Key Officers & Management

Name Role
PATRICK SIZEMORE Governing Person
JAMES SIZEMORE Governing Person

Central Index Key

CIK number:
0000849854
Phone:
4252507600

Latest Filings

Form type:
13F-HR
File number:
028-15527
Filing date:
2022-02-07
File:
Form type:
13F-HR
File number:
028-15527
Filing date:
2021-11-17
File:
Form type:
13F-HR
File number:
028-15527
Filing date:
2021-08-05
File:

Form 5500 Series

Employer Identification Number (EIN):
911510392
Plan Year:
2022
Number Of Participants:
6
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ERIC L. HUGHES(Plan administrator)
Plan Year:
2021
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ERIC L. HUGHES(Plan administrator)
Plan Year:
2020
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ERIC L. HUGHES(Plan administrator)
Plan Year:
2019
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ERIC L. HUGHES(Plan administrator)
Plan Year:
2018
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ERIC L. HUGHES(Plan administrator)

OSHA's Inspections within Industry

Inspection Summary

Date:
1999-06-11
Type:
Complaint
Address:
401 PARK PLACE SUITE 100, KIRKLAND, WA, 98033
Safety Health:
Health
Scope:
Partial
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