Adara Wealth Management LLC

Tucson, AZ

Arizona

Registered In

10/26/2020

Incorp. Date

Company Summary

Adara Wealth Management LLC in Tucson, AZ lists The Adam And Dana Goldstein Trust Dated December 21, 2016 of Tucson, AZ and The George And Toni Chardukian Family Revocable Trust Dated May 21, 2001 of Oro Valley, AZ

Registered In: Arizona
Incorporation Date: 10/26/2020
Registration Type: Domestic
Company Type: Domestic Llc
Status: Active
Find Social Profiles
Search Other Resources: SEC | EDGAR Trellis.Law Recent News

Peter F Beahan Registered Agent	1985 E RIVER RD STE 201, TUCSON, AZ 85718
The Adam And Dana Goldstein Trust Dated December 21, 2016 Member	3366 E PLACITA DE LA JOLLA DEL SOL, TUCSON, AZ 85718
The George And Toni Chardukian Family Revocable Trust Dated May 21, 2001 Member	10352 N GOLD CANYON PL, ORO VALLEY, AZ 85737
Adam Goldstein Manager	3366 E PLACITA DE LA JOLIA DEL SOL, TUCSON, AZ 85718
George Chardukian Manager	10352 N GOLD CANYON PL, ORO VALLEY, AZ 85737

205 W GIACONDA WAY STE 115, TUCSON, AZ 85704 View Map

Financial Information for Adara Wealth Management LLC

Form 5500

ADARA WEALTH MANAGEMENT LLC

1980 E River Rd STE 100, Tucson, Az 85718 (602) 332-2326 EIN:85-3647145 Plan Admin:Adam P Goldstein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$303,918 / $465,862	2023	ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$303,918 / $465,862
2022	Plan NameADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$210,758 / $303,918	2022	ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$210,758 / $303,918
2021	Plan NameADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $210,758	2021	ADARA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$0 / $210,758

Benefit & Retirement Plans based on Form 5500.

Address Match:205 W Giaconda Way Tucson, AZ

Affordable Massage Healing Incorporated Registered in Arizona	Tucson, AZ	View Report
Forever Able Acupuncture and Wellness Center, LLC Registered in Arizona	Tucson, AZ	View Report
Johnsons Distribution L.L.C. Registered in Arizona	Tucson, AZ	View Report
First Medical of Oklahoma, LLC Registered in Oklahoma	Oklahoma City, OK Tucson, AZ	View Report
First Correctional Medical-Florida, LLC Registered in Florida	Plantation, FL Tucson, AZ	View Report
First Correctional Medical - Idaho, LLC Registered in Idaho	Tucson, AZ Boise, ID	View Report
First Correctional Medical Association Registered in Texas	Tucson, AZ	View Report

Person/City Match:Peter F Beahan - Tucson, AZ

Catherine E. Tsai, M.D., P.L.L.C. Registered in Arizona	Tucson, AZ	View Report
International Traditional Knowledge Institute LLC Registered in Arizona	Tucson, AZ	View Report
Sedgwick Flag, LLC Registered in Arizona	Tucson, AZ	View Report
Stattis, LLC Registered in Arizona	Prescott, AZ	View Report
Tech Gap Group, LLC Registered in Arizona	Tucson, AZ	View Report
Tech Gap, LLC Registered in Arizona	Tucson, AZ	View Report
Beachfleischman Pc Registered in Texas	Aledo, TX Tucson, AZ	View Report
Beachfleischman Pc Corp Registered in Florida	Plantation, FL Tucson, AZ	View Report
Beachfleischman Pc Registered in California	New York, NY Tucson, AZ (1 more)	View Report

Person/City Match:George Chardukian - Oro Valley, AZ

Interfaith Community Services Registered in Arizona	Tucson, AZ		View Report

View More in Tucson, AZ

The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor

Manage Profile Opt-Out