Weal Management LLC at 701 Sansome St, San Francisco, Ca 94111 lists Elizabeth Norton of Los Angeles, CA and Jonathan Reyman of New York, NY as associates.
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Elizabeth Clark
Individual Agent
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3856 PIEDMONT AVE STE A, OAKLAND, CA 94611
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Elizabeth Norton
Manager
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130 S SWEETZER AVE APT 4, LOS ANGELES, CA 90048
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Jonathan Reyman
Manager
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225 CHERRY ST 71D, NEW YORK, NY 10002
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Christine Thompson
Manager
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461 HONDONADA RD, ARROYO GRANDE, CA 93420
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701 SANSOME ST, SAN FRANCISCO, CA 94111
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PO BOX 11223, OAKLAND, CA 94611
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSPOKE & WEAL 401(K) PLAN Plan #001 Participants BOY/EOY128 / 149 Assets BOY/EOY$268,640 / $560,070 | 2022 | SPOKE & WEAL 401(K) PLAN - Plan #001 | 128 / 149 | $268,640 / $560,070 |
| 2021 | Plan NameSPOKE & WEAL 401(K) PLAN Plan #001 Participants BOY/EOY109 / 124 Assets BOY/EOY$46,328 / $268,640 | 2021 | SPOKE & WEAL 401(K) PLAN - Plan #001 | 109 / 124 | $46,328 / $268,640 |
| 2020 | Plan NameSPOKE & WEAL 401(K) PLAN Plan #001 Participants BOY/EOY116 / 108 Assets BOY/EOY$0 / $46,328 | 2020 | SPOKE & WEAL 401(K) PLAN - Plan #001 | 116 / 108 | $0 / $46,328 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2021 | Approved$791,862 Forgiven$797,251 LenderJPMorgan Chase Bank, National Association Jobs84 | 04/14/2021 | $791,862 | $797,251 | JPMorgan Chase Bank, National Association | 84 |
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Weal Management Ny LLC
Registered in New York
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New York, NY | View Report | |
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Weal Management LLC
Registered in Florida
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Port Saint Lucie, FL Doral, FL | View Report | |
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Weal Management LLC
Registered in Massachusetts
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Boston, MA Oakland, CA | View Report | |
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Weal Management LLC
Registered in Minnesota
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Denver, CO Minneapolis, MN | View Report | |
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Weal Management LLC
Registered in Tennessee
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Denver, CO Nashville, TN | View Report | |
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