Three Bridge Wealth Advisors, LLC
California
Registered In
05/05/2009
Incorp. Date
Company Summary
Three Bridge Wealth Advisors, LLC at 3270 Alpine Rd, Portola Valley, Ca 94028 lists Brett Sharkey and Eric Thurber of Portola Valley, CA as the associates.
- 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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Eric Thurber
Individual Agent
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3270 ALPINE RD, PORTOLA VALLEY, CA 94028
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Brett Sharkey
Manager
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3270 ALPINE RD, PORTOLA VALLEY, CA 94028
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Eric Thurber
Manager
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3270 ALPINE RD, PORTOLA VALLEY, CA 94028
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3270 ALPINE RD, PORTOLA VALLEY, CA 94028
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Financial Information for Three Bridge Wealth Advisors, LLC
Form 5500
THREE BRIDGE WEALTH ADVISORS, LLC
3270 Alpine Road, Portola Valley, Ca 94028 (650) 433-3507 EIN:27-0566508 Plan Admin:Brett B. Sharkey| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$0 / $0 | 2023 | THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 9 | $0 / $0 |
| 2022 | Plan NameTHREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $0 | 2022 | THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $0 / $0 |
| 2022 | Plan NameTHREE BRIDGE WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 0 Assets BOY/EOY$333 / $0 | 2022 | THREE BRIDGE WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 1 / 0 | $333 / $0 |
| 2021 | Plan NameTHREE BRIDGE WEALTH ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 1 Assets BOY/EOY$283,159 / $333 | 2021 | THREE BRIDGE WEALTH ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 6 / 1 | $283,159 / $333 |
| 2021 | Plan NameTHREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0 | 2021 | THREE BRIDGE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THREE BRIDGE WEALTH ADVISORS, LLC
3270 Alpine Road, Portola Valley, CA 94028| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$100,400 Forgiven$101,434 LenderLive Oak Banking Company Jobs4 | 04/05/2020 | $100,400 | $101,434 | Live Oak Banking Company | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:3270 Alpine Rd Portola Valley, CA
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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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