Private Wealth Partners, LLC
California
Registered In
03/18/2005
Incorp. Date
Company Summary
Private Wealth Partners, LLC at 591 Redwood Hwy STE 3210, Mill Valley, Ca 94941 lists Michael B Yongue and William F Dagley of Mill Valley, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Michael B. Yongue
Individual Agent
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591 REDWOOD HIGHWAY 3210, MILL VALLEY, CA 94941
(View Past Addresses)
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Michael B Yongue
Manager
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591 REDWOOD HIGHWAY 3210, MILL VALLEY, CA 94941
(View Past Addresses)
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William F Dagley
Manager
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591 REDWOOD HWY STE 3210, MILL VALLEY, CA 94941
(View Past Addresses)
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591 REDWOOD HWY STE 3210, MILL VALLEY, CA 94941
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Financial Information for Private Wealth Partners, LLC
Form 5500
PRIVATE WEALTH PARTNERS LLC
591 Redwood Hwy Frontage Rd STE 3210, Mill Valley, Ca 94941 (415) 464-2110 EIN:20-2154638 Plan Admin:Nick Rice| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$3,131,884 / $1,537,280 | 2023 | PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST - Plan #001 | 17 / 15 | $3,131,884 / $1,537,280 |
| 2022 | Plan NamePRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$3,579,681 / $3,131,884 | 2022 | PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST - Plan #001 | 15 / 16 | $3,579,681 / $3,131,884 |
| 2021 | Plan NamePRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$3,136,307 / $3,579,681 | 2021 | PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST - Plan #001 | 12 / 15 | $3,136,307 / $3,579,681 |
| 2020 | Plan NamePRIVATE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$2,888,356 / $3,136,307 | 2020 | PRIVATE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 18 / 15 | $2,888,356 / $3,136,307 |
| 2019 | Plan NamePRIVATE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$3,015,643 / $2,888,356 | 2019 | PRIVATE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 17 / 16 | $3,015,643 / $2,888,356 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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