Premier Wealth Advisors, LLC
California
Registered In
05/13/2016
Incorp. Date
Company Summary
Premier Wealth Advisors, LLC at 12531 High Bluff Dr STE 110, San Diego, Ca 92130 lists Joshua C Koehnen and Ari B Crandall of San Diego, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Joseph Leblanc
Individual Agent
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joshua C Koehnen
CEO
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Ari B Crandall
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joshua C Koehnen
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Joseph Leblanc
Manager
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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12531 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130
View Map
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Financials
Financial Information for Premier Wealth Advisors, LLC
Form 5500
PREMIER WEALTH ADVISORS, LLC
401k Profit Sharing Plan Trust, San Diego, Ca 92130 EIN:81-2744669 Plan Admin:Joshua Koehnen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$3,936,025 / $3,779,937 | 2022 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 15 | $3,936,025 / $3,779,937 |
| 2022 | Plan NamePREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY11 / 14 Assets BOY/EOY$100,354 / $199,126 | 2022 | PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST - Plan #002 | 11 / 14 | $100,354 / $199,126 |
| 2021 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$3,003,827 / $3,936,025 | 2021 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 11 | $3,003,827 / $3,936,025 |
| 2021 | Plan NamePREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY0 / 11 Assets BOY/EOY$0 / $100,354 | 2021 | PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST - Plan #002 | 0 / 11 | $0 / $100,354 |
| 2020 | Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,676,276 / $3,003,827 | 2020 | PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 12 | $2,676,276 / $3,003,827 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PREMIER WEALTH ADVISORS, INC.
6200 Canoga Ave Ste 202, Woodland Hls, CA 91367-7794 Industry:Other Financial Vehicles| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/26/2021 | Approved$10,304 Forgiven$10,452 LenderU.S. Bank, National Association Jobs3 | 01/26/2021 | $10,304 | $10,452 | U.S. Bank, National Association | 3 |
| 05/16/2020 | Approved$10,416 Forgiven$10,556 LenderU.S. Bank, National Association Jobs2 | 05/16/2020 | $10,416 | $10,556 | U.S. Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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Address Match:12531 High Bluff Dr Ste 110 San Diego, CA
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Related Business Names:
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Premier Wealth Advisors LLC
Registered in New Jersey
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Premier Wealth Advisors, LLC
Registered in New York
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New York, NY | View Report | |
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Premier Tax & Wealth Advisors LLC
Registered in Ohio
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New Albany, OH | View Report | |
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Premier Wealth Advisors, LLC
Registered in Pennsylvania
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Premier Choice Wealth Advisors, LLC
Registered in Utah
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Saratoga Springs, UT | View Report | |
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Premier Choice Wealth Advisors Llc (Fict Name) Premier Choice Wealth
Registered in Wisconsin
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Green Bay, WI | View Report | |
|
Premier Wealth Advisors, LLC
Registered in Florida
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Bradnon, FL Brandon, FL (1 more) | View Report |
Address Match:12531 High Bluff Dr San Diego, CA
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Ac Financial Services, Inc., a California Corporation
Registered in California
|
San Diego, CA | View Report | |
|
Acdc Properties, LLC
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|
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|
Huyabio International 8, Inc.
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|
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Huyabio International, LLC
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|
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|
Kyoto Symposium Organization
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|
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|
Nudyn Technologies, Inc.
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|
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|
Dana Point Pharmaceuticals, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Prunolo, Inc.
Registered in California
|
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|
Re Merger Sub, LLC
Registered in California
|
Newport Beach, CA (1 more) | View Report | |
|
Frb Holdings, LLC
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|
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|
Biogold Maincom, LLC
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|
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|
Next Image Medical, LLC
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|
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|
Brazil U.S.A. Green Technology Trade Association
Registered in California
|
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Person/City Match:Joseph Leblanc - San Diego, CA
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Blue Sky Aero Club, Inc.
Registered in California
|
Escondido, CA Santee, CA | View Report | |
|
Heyu Biological Technology Corporation
Registered in Nevada
|
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|
Myf-Xl2, Inc.
Registered in California
|
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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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You can easily find answers to common questions on the Frequently Asked Questions page.
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