| Name: | Willow Private Wealth, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 13 Aug 2021 (3 years ago) (Companies founded in August 2021) |
| Entity Number: | 000-878-088 |
| Register Number: | 000878088 |
| ZIP code: | 35242 (Companies in Shelby, 35242) |
| County: | Shelby |
| Place of Formation: | Alabama |
| Registered Office Street Address: | 1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN | 2023 | 872167477 | 2024-04-10 | WILLOW PRIVATE WEALTH LLC | 3 | |||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-10 |
| Name of individual signing | WESLEY MILLER |
| Role | Employer/plan sponsor |
| Date | 2024-04-10 |
| Name of individual signing | WESLEY MILLER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2053298703 |
| Plan sponsor’s address | 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL, 35242 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-18 |
| Name of individual signing | WESLEY MILLER |
| Role | Employer/plan sponsor |
| Date | 2023-04-18 |
| Name of individual signing | WESLEY MILLER |
| Name | Role | Address |
|---|---|---|
| Miller, Wesley S | Agent | 1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242 |
| Name | Role | Address |
|---|---|---|
| Miller, Wesley S | Organizer | 1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242 |
| Marshall, Casey T | Organizer | 1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242 |
Date of last update: 16 Aug 2024
Sources: Alabama Secretary of State
