Bluesky Wealth Advisors, LLC

California
Registered In
08/16/2013
Incorp. Date
Foreign
Registration Type
North Carolina
Foreign Jurisdiction

Company Summary

Bluesky Wealth Advisors, LLC at 1811 Santa Rita Rd STE 214, Pleasanton, Ca 94566 lists Bluesky Management Team, Llc and David L. Blain of New Bern, NC.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
North Carolina
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People

Registered Agents Inc Registered 1505 Agent
1401 21ST ST STE R, SACRAMENTO, CA 95811
Bluesky Management Team, Llc Manager
2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
David L. Blain CEO
2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562
Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history

Map & Locations

1811 SANTA RITA RD STE 214, PLEASANTON, CA 94566 View Map
2131 S GLENBURNIE RD STE 8, NEW BERN, NC 28562 View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Bluesky Wealth Advisors, LLC

Form 5500

BLUESKY WEALTH ADVISORS LLC

2131 S Glenburnie Road STE 8, New Bern, Nc 28561 (252) 633-0107 EIN:20-0092155 Plan Admin:David Blain
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 18 Assets BOY/EOY$2,276,094 / $2,681,371 2023 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 24 / 18 $2,276,094 / $2,681,371
2022 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$2,913,834 / $2,276,094 2022 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 25 / 24 $2,913,834 / $2,276,094
2021 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$2,178,956 / $2,913,834 2021 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 25 / 25 $2,178,956 / $2,913,834
2020 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 25 Assets BOY/EOY$1,432,396 / $2,178,956 2020 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 20 / 25 $1,432,396 / $2,178,956
2019 Plan NameBLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,270,001 / $1,432,396 2019 BLUESKY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 18 $1,270,001 / $1,432,396
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BLUESKY WEALTH ADVISORS, LLC

2131 S Glenburnie Rd, New Bern, NC 28562 Ethnicity:Not Hispanic or Latino Veteran:Yes
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$232,000 Forgiven$233,361 LenderLive Oak Banking Company Jobs17 04/07/2020 $232,000 $233,361 Live Oak Banking Company 17
PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/Address Match:Bluesky Management Team Llc -
Bluesky Wa Holdings LLC Registered in California
New Bern, NC Pleasanton, CA View Report
Art Academy of New Bern LLC Registered in North Carolina
New Bern, NC View Report
Blain Properties, LLC Registered in North Carolina
New Bern, NC Raleigh, NC View Report
Bluesky Wa Holdings, LLC Registered in North Carolina
New Bern, NC View Report
Bluesky Wealth Advisors, LLC Registered in North Carolina
New Bern, NC View Report
Pojpak, L.L.C. Registered in North Carolina
New Bern, NC View Report
Rltw Motorsports, LLC Registered in North Carolina
New Bern, NC View Report
Address Match:1811 Santa Rita Rd Pleasanton, CA
Alliance Campaign Strategies, LLC Registered in California
Pleasanton, CA View Report
Ca Action Link for Rare Diseases Inc Registered in California
Pleasanton, CA View Report
Drd Sales LLC Registered in California
Pleasanton, CA View Report
Mission Plaza Merchant Association Registered in California
Pleasanton, CA View Report
Plaza Investors, LLC Registered in California
Pleasanton, CA View Report
Pleasanton, CA View Report
Randy Jones Insurance Services, Inc. Registered in California
Pleasanton, CA View Report
Ross Property Management, Inc. Registered in California
Pleasanton, CA View Report
Cymed Liquidating Company, LLC Registered in California
Pleasanton, CA View Report
New Wheel Technology, Inc. Registered in California
Pleasanton, CA View Report
D.A.Y. Art Studio LLC Registered in California
Pleasanton, CA View Report
Nexus for Care, Inc. Registered in California
Pleasanton, CA View Report
Pacific Bridge Nursing Registered in California
Pleasanton, CA View Report
Mulcorp, Inc. Registered in California
Pleasanton, CA View Report
Connie Hong, Inc. Registered in California
Pleasanton, CA View Report
Non-Surgical Pain Relief Center, Inc. Registered in California
Pleasanton, CA View Report
Pleasanton Financial Advisors, LLC Registered in California
Pleasanton, CA View Report
Vernon Family Chiropractic, Inc. Registered in California
Pleasanton, CA View Report
Visionsoft International, Inc. Registered in California
Pleasanton, CA View Report
Whole Health Management, Inc. Registered in California
Pleasanton, CA Solana Beach, CA View Report
Related Business Names:
Bluesky Wealth Advisors, LLC Registered in Washington
New Bern, NC West Richland, WA View Report
Bluesky Wealth Advisors, LLC Registered in Georgia
Acworth, GA New Bern, NC View Report
Bluesky Wealth Advisors, LLC Registered in Texas
New Bern, NC View Report
Address Match:2131 S Glenburnie Rd Ste 8 New Bern, NC
Allied Marketing of North Carolina, L.L.C. Registered in North Carolina
New Bern, NC View Report
Bluesky Management Team, LLC Registered in North Carolina
New Bern, NC View Report
Ocean Towers, LLC Registered in North Carolina
New Bern, NC View Report
Olivia Blain Fine Arts, LLC Registered in North Carolina
New Bern, NC Trent Woods, NC View Report
Pine Tree Investments, LLC Registered in North Carolina
New Bern, NC View Report
Paradigm One, LLC Registered in North Carolina
New Bern, NC Trent Woods, NC View Report
Scp Land, L.L.C. Registered in North Carolina
New Bern, NC View Report
Swift Creek Plantation, LLC Registered in North Carolina
New Bern, NC View Report
Person/City Match:David L Blain - New Bern, NC
Allied Properties of North Carolina 3, L.L.C. Registered in North Carolina
Clearwater, FL New Bern, NC View Report
Allied Properties of North Carolina 4, L.L.C. Registered in North Carolina
Clearwater, FL View Report
Allied Properties of North Carolina 5, L.L.C. Registered in North Carolina
Clearwater, FL New Bern, NC View Report
Pine Tree Investments 2, L.L.C. Registered in North Carolina
Clearwater, FL New Bern, NC View Report
Allied Properties of North Carolina 2, L.L.C. Registered in North Carolina
Clearwater, FL View Report
Blain Investment Counsel, Inc. Registered in North Carolina
New Bern, NC View Report
Comprehensive Financial Solutions, LLC Registered in North Carolina
New Bern, NC View Report
Fayetteville Capital, L.L.C. Registered in North Carolina
Fayetteville, NC New Bern, NC View Report

Sources

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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