Upstart Wealth Management, LLC

California
Registered In
12/03/2014
Incorp. Date

Company Summary

Upstart Wealth Management, LLC at 4 Embarcadero Ctr STE 1400, San Francisco, Ca 94111 lists Michael Powsner of San Francisco, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Paracorp Incorporated Registered 1505 Agent
2804 GATEWAY OAKS DR # 100, SACRAMENTO, CA 95833
Michael Powsner Manager
4 EMBARCADERO CTR STE 1400, SAN FRANCISCO, CA 94111
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4 EMBARCADERO CTR STE 1400, SAN FRANCISCO, CA 94111 View Map
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Financial Information for Upstart Wealth Management, LLC

Form 5500

UPSTART WEALTH MANAGEMENT, LLC

4 Embarcadero Center Suite 1400, San Francisco, Ca 94111 (415) 549-0646 EIN:47-2148111 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$202,467 / $299,507 2023 UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 5 / 5 $202,467 / $299,507
2022 Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$114,843 / $202,467 2022 UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 4 / 5 $114,843 / $202,467
2021 Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$48,797 / $114,843 2021 UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 2 / 4 $48,797 / $114,843
2020 Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$12,090 / $48,797 2020 UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 3 / 2 $12,090 / $48,797
2019 Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $12,090 2019 UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 0 / 3 $0 / $12,090
Benefit & Retirement Plans based on Form 5500.
Address Match:4 Embarcadero Ctr Ste 1400 San Francisco, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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