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.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Showing current associates only (3 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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591 REDWOOD HWY STE 3210, MILL VALLEY, CA 94941
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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