Wealthtarget Investment Advisors, LLC

California
Registered In
07/15/2002
Incorp. Date

Company Summary

Wealthtarget Investment Advisors, LLC at 5500 Ming Ave STE 220, Bakersfield, Ca 93309 lists Laurence Menna of Bakersfield, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Laurence E Menna Individual Agent
5500 MING AVE STE 220, BAKERSFIELD, CA 93309
Laurence Menna CEO
5500 MING AVE STE 220, BAKERSFIELD, CA 93309
Laurence Menna Manager
5500 MING AVE STE 220, BAKERSFIELD, CA 93309
Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

5500 MING AVE STE 220, BAKERSFIELD, CA 93309 View Map

Financials

Financial Information for Wealthtarget Investment Advisors, LLC

Form 5500

WEALTHTARGET INVESTMENT ADVISORS, LLC

5500 Ming Avenue, Suite 220, Bakersfield, Ca 93309 (661) 837-8500 EIN:77-0439967 Plan Admin:Laurence E. Menna
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEALTHTARGET 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$132,424 / $247,098 2023 WEALTHTARGET 401(K) PLAN - Plan #001 4 / 4 $132,424 / $247,098
2022 Plan NameWEALTHTARGET 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$100,489 / $132,424 2022 WEALTHTARGET 401(K) PLAN - Plan #001 3 / 3 $100,489 / $132,424
2021 Plan NameWEALTHTARGET 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $100,489 2021 WEALTHTARGET 401(K) PLAN - Plan #001 3 / 3 $0 / $100,489
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEALTHTARGET INVESTMENT ADVISORS, LLC

5500 Ming Ave STE 220, Bakersfield, Ca 93309-4625
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$12,095 Forgiven$12,211 LenderCross River Bank Jobs2 05/01/2020 $12,095 $12,211 Cross River Bank 2
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:5500 Ming Ave Ste 220 Bakersfield, CA
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Address Match:5500 Ming Ave Bakersfield, CA
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Person/City Match:Laurence E Menna - Bakersfield, CA
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Menna Financial Advisors, LLC Registered in California
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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