Westpac Wealth Partners, LLC

La Jolla, CA

California

Registered In

02/06/2013

Incorp. Date

Company Summary

Westpac Wealth Partners, LLC at 5280 Carroll Cyn STE 300, San Diego, Ca 92121 lists Nebojsa Subotic of San Diego, CA as the associate.

Overview

Registered In

California

Incorporation Date

02/06/2013

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Russell Riviere Individual Agent	9888 CARROLL CENTRE RD STE 235, SAN DIEGO, CA 92126
Nebojsa Subotic Manager	3222 DONLEY ST, SAN DIEGO, CA 92117

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

5280 CARROLL CYN STE 300, SAN DIEGO, CA 92121 View Map

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Financials

Financial Information for Westpac Wealth Partners, LLC

Form 5500

WESTPAC WEALTH PARTNERS LLC

5280 Carroll Canyon Rd STE 300, San Diego, Ca 92121 (619) 684-6401 EIN:46-2553141 Plan Admin:Nebojsa Subotic

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY43 / 41 Assets BOY/EOY$1,622,705 / $1,526,670	2022	WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	43 / 41	$1,622,705 / $1,526,670
2021	Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY31 / 34 Assets BOY/EOY$1,201,163 / $1,622,705	2021	WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	31 / 34	$1,201,163 / $1,622,705
2020	Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$905,653 / $1,201,163	2020	WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 28	$905,653 / $1,201,163

Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor