Nautica Wealth Advisors LLC
California
Registered In
12/21/2009
Incorp. Date
Company Summary
Nautica Wealth Advisors LLC at 11440 W Bernardo Ct STE 290, San Diego, Ca 92127 lists Michael J Lerner and Jayne M Byrne of San Diego, CA as the associates.
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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Jayne M Byrne
Individual Agent
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11440 W BERNARDO CT STE 290, SAN DIEGO, CA 92127
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Michael J Lerner
CEO
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11440 W BERNARDO CT STE 290, SAN DIEGO, CA 92127
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Jayne M Byrne
Manager
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11440 W BERNARDO CT STE 290, SAN DIEGO, CA 92127
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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11440 W BERNARDO CT STE 290, SAN DIEGO, CA 92127
View Map
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Financials
Financial Information for Nautica Wealth Advisors LLC
Form 5500
NAUTICA WEALTH ADVISORS, LLC
11440 W. Bernardo Ct Suite 290, San Diego, Ca 92127 (760) 723-1151 EIN:27-1639754 Plan Admin:Jayne Byrne| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNAUTICA WEALTH ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,530,544 / $1,990,904 | 2023 | NAUTICA WEALTH ADVISORS LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,530,544 / $1,990,904 |
| 2022 | Plan NameNAUTICA WEALTH ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$1,610,916 / $1,530,544 | 2022 | NAUTICA WEALTH ADVISORS LLC 401(K) PLAN - Plan #001 | 6 / 8 | $1,610,916 / $1,530,544 |
| 2021 | Plan NameNAUTICA WEALTH ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,296,671 / $1,610,916 | 2021 | NAUTICA WEALTH ADVISORS LLC 401(K) PLAN - Plan #001 | 8 / 6 | $1,296,671 / $1,610,916 |
| 2020 | Plan NameNAUTICA WEALTH ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,204,209 / $1,296,671 | 2020 | NAUTICA WEALTH ADVISORS LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,204,209 / $1,296,671 |
| 2019 | Plan NameNAUTICA WEALTH ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$829,428 / $1,204,209 | 2019 | NAUTICA WEALTH ADVISORS LLC 401(K) PLAN - Plan #001 | 8 / 8 | $829,428 / $1,204,209 |
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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