The Wealth Stewards, LLC
Arizona
Registered In
01/17/2017
Incorp. Date
Company Summary
The Wealth Stewards, LLC at 2370 W Ray Rd STE 2, Chandler, Az 85249 lists Jeffrey Breese of Chandler, AZ as the associate.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Llc
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Jeffrey D Breese
Registered Agent
|
411 E CRESCENT PL, CHANDLER, AZ 85249
|
|
|
Jeffrey Breese
Manager
|
411 E CRESCENT PL, CHANDLER, AZ 85249
|
|
2370 W RAY RD STE 2, CHANDLER, AZ 85249
View Map
|
Financial Information for The Wealth Stewards, LLC
Form 5500
THE WEALTH STEWARDS, LLC
2121 West Chandler Blvd., Suite 103, Chandler, Az 85224 (602) 365-0534 EIN:81-5309502 Plan Admin:Jeffrey Breese| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE WEALTH STEWARDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,138,707 / $1,441,522 | 2023 | THE WEALTH STEWARDS, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $1,138,707 / $1,441,522 |
| 2022 | Plan NameTHE WEALTH STEWARDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,268,329 / $1,138,707 | 2022 | THE WEALTH STEWARDS, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $1,268,329 / $1,138,707 |
| 2021 | Plan NameTHE WEALTH STEWARDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,005,846 / $1,268,329 | 2021 | THE WEALTH STEWARDS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $1,005,846 / $1,268,329 |
| 2020 | Plan NameTHE WEALTH STEWARDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$380,413 / $1,005,846 | 2020 | THE WEALTH STEWARDS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $380,413 / $1,005,846 |
| 2019 | Plan NameTHE WEALTH STEWARDS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $380,413 | 2019 | THE WEALTH STEWARDS, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $0 / $380,413 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE WEALTH STEWARDS, LLC
2121 West Chandler Blvd. Suite 103, Chandler, AZ 85224| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$57,400 Forgiven$57,832 LenderLive Oak Banking Company Jobs5 | 04/07/2020 | $57,400 | $57,832 | Live Oak Banking Company | 5 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
The Stewards Way 2 Wealth, LLC
Registered in Michigan
|
Detroit, MI | View Report |
Address Match:2370 W Ray Rd Chandler, AZ
|
Dna Ventures, L.L.C.
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Flores Capital & Asset Management, L.L.C.
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Flores Capital Management, L.L.C.
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Ginniann Mabe Insurance Agency, Inc.
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Gmab Investments LLC
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Gmia, LLC
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Innovative Financial Solutions, Inc.
Registered in Arizona
|
Chandler, AZ Tempe, AZ | View Report | |
|
Patel + Co. PLLC
Registered in Arizona
|
Chandler, AZ Tempe, AZ | View Report | |
|
Sapio Networks LLC
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Patel + Co PLLC
Registered in Missouri
|
Chandler, AZ | View Report |
Person/City Match:Jeffrey D Breese - Chandler, AZ
|
Breese Properties, LLC
Registered in Arizona
|
Chandler, AZ | View Report | |
|
Malerett Holdings LLC
Registered in Arizona
|
Chandler, AZ | View Report |
The following government agencies have contributed data:
Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States