Oak Tree Wealth Management, LLC
California
Registered In
03/19/2007
Incorp. Date
Company Summary
Oak Tree Wealth Management, LLC at 2697 Derby Dr, San Ramon, Ca 94583 lists Diane L Woodward of San Ramon, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Terminated
Registration Type
Domestic
Search Other Resources
People
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Diane L Woodward
Individual Agent
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2697 DERBY DR, SAN RAMON, CA 94583
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Diane L Woodward
Manager
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2697 DERBY DR, SAN RAMON, CA 94583
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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2697 DERBY DR, SAN RAMON, CA 94583
View Map
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Financials
Financial Information for Oak Tree Wealth Management, LLC
Form 5500
OAK TREE WEALTH MANAGEMENT, LLC
2697 Derby Drive, San Ramon, Ca 94583 (925) 275-9400 EIN:01-0902928 Plan Admin:Diane L. Woodward| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2019 | Plan NameOAK TREE WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$263,890 / $337,338 | 2019 | OAK TREE WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 | 2 / 1 | $263,890 / $337,338 |
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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