Brown Wealth Management, LLC

California
Registered In
09/16/2015
Incorp. Date

Company Summary

Brown Wealth Management, LLC at 12340 El Camino Real STE 110, San Diego, Ca 92130 lists Jeff Brown of San Diego, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Jeff Brown Individual Agent
12340 EL CAMINO REAL STE 110, SAN DIEGO, CA 92130
Jeff Brown Manager
12340 EL CAMINO REAL STE 110, SAN DIEGO, CA 92130
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

12340 EL CAMINO REAL STE 110, SAN DIEGO, CA 92130 View Map

Financials

Financial Information for Brown Wealth Management, LLC

Form 5500

BROWN WEALTH MANAGEMENT LLC

12340 El Camino Real, Suite 110, San Diego, Ca 92130 (858) 926-5143 EIN:35-2543420 Plan Admin:Jeff Brown
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameBROWN WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$742,998 / $1,088,639 2020 BROWN WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 9 $742,998 / $1,088,639
2019 Plan NameBROWN WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$483,173 / $742,998 2019 BROWN WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 10 $483,173 / $742,998
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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