Walden Wealth Management, LLC
California
Registered In
09/25/2015
Incorp. Date
Company Summary
Walden Wealth Management, LLC at 2082 Michelson Dr STE 103, Irvine, Ca 92612 lists Mary J Walden and Mary Jacqueline Walden of Irvine, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Mary Jacqueline Walden
Individual Agent
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2082 MICHELSON DR STE 103, IRVINE, CA 92612
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Mary J Walden
CEO
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2082 MICHELSON DR STE 103, IRVINE, CA 92612
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Mary Jacqueline Walden
Manager
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2082 MICHELSON DR STE 103, IRVINE, CA 92612
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Thomas Walden
Manager
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2082 MICHELSON DR STE 103, IRVINE, CA 92612
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2082 MICHELSON DR STE 103, IRVINE, CA 92612
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Financial Information for Walden Wealth Management, LLC
Form 5500
WALDEN WEALTH MANAGEMENT, LLC
2082 Michelson Drive, STE 103, Irvine, Ca 92612 (949) 825-5257 EIN:47-5293716 Plan Admin:Mary Walden| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWALDEN WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$672,511 / $852,854 | 2023 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 2 / 2 | $672,511 / $852,854 |
| 2022 | Plan NameWALDEN WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$797,696 / $672,511 | 2022 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 2 / 2 | $797,696 / $672,511 |
| 2021 | Plan NameWALDEN WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$679,098 / $797,696 | 2021 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 2 / 2 | $679,098 / $797,696 |
| 2020 | Plan NameWALDEN WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$583,580 / $679,098 | 2020 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 2 / 2 | $583,580 / $679,098 |
| 2019 | Plan NameWALDEN WEALTH MANAGEMENT, LLC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$443,999 / $583,580 | 2019 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN - Plan #001 | 2 / 2 | $443,999 / $583,580 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WALDEN WEALTH MANAGEMENT LLC
2082 Michelson Drive Suite130, Irvine, Ca 92612| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$25,000 Forgiven$25,253 LenderWells Fargo Bank, National Association Jobs2 | 04/30/2020 | $25,000 | $25,253 | Wells Fargo Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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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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