Polaris Wealth Advisory Group, LLC
California
Registered In
06/24/2011
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Polaris Wealth Advisory Group, LLC at 824 E St, San Rafael, Ca 94901 lists Polaris Equity Management, Inc. of San Rafael, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Csc - Lawyers Incorporating Service
Registered 1505 Agent
|
2170 GATEWAY OAKS DRIVE SUITE 150 N, SACRAMENTO, CA 95833
(View Past Addresses)
|
|
|
Polaris Equity Management, Inc.
Manager
|
824 E ST, SAN RAFAEL, CA 94901
|
|
824 E ST, SAN RAFAEL, CA 94901
View Map
|
Financial Information for Polaris Wealth Advisory Group, LLC
Form 5500
POLARIS WEALTH ADVISORY GROUP, LLC
824 E St, San Rafael, Ca 94901 (800) 268-9046 EIN:45-2613011 Plan Admin:Maggie Heaps| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePOLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY38 / 0 Assets BOY/EOY$3,441,417 / $0 | 2023 | POLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 38 / 0 | $3,441,417 / $0 |
| 2022 | Plan NamePOLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY35 / 38 Assets BOY/EOY$3,870,038 / $3,441,417 | 2022 | POLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 35 / 38 | $3,870,038 / $3,441,417 |
| 2021 | Plan NamePOLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 35 Assets BOY/EOY$2,843,190 / $3,870,038 | 2021 | POLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 31 / 35 | $2,843,190 / $3,870,038 |
| 2020 | Plan NamePOLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 31 Assets BOY/EOY$2,987,105 / $2,843,190 | 2020 | POLARIS WEALTH ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 5 / 31 | $2,987,105 / $2,843,190 |
Benefit & Retirement Plans based on Form 5500.
Address Match:824 E St San Rafael, CA
|
Rwa Wealth Partners, LLC
Registered in California
|
Newton, MA Sacramento, CA (1 more) | View Report | |
|
Andalou Incorporated
Registered in California
|
San Rafael, CA | View Report | |
|
Communique Partners LLC
Registered in California
|
San Rafael, CA | View Report | |
|
E Street Corporation
Registered in California
|
San Rafael, CA Mill Valley, CA | View Report | |
|
Randall Funding & Development, LLC
Registered in California
|
San Rafael, CA | View Report | |
|
Qb3, LLC
Registered in California
|
San Rafael, CA | View Report | |
|
Polaris Equity Management, Inc.
Registered in California
|
San Rafael, CA | View Report | |
|
Polaris Nmx Fund, LLC
Registered in California
|
San Rafael, CA | View Report |
Person/Address Match:Polaris Equity Management Inc -
|
Visionary Capital, Inc.
Registered in California
|
Irvine, CA | View Report | |
|
Sextant Partners, L.P.
Registered in California
|
Mill Valley, CA | View Report |
Related Business Names:
|
Polaris Wealth Advisory Group, LLC
Registered in Michigan
|
Lansing, MI East Lansing, MI | View Report | |
|
Polaris Wealth Advisory Group, LLC
Registered in Texas
|
Austin, TX San Francisco, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States