Elevon Wealth Management LLC
California
Registered In
10/28/2016
Incorp. Date
Company Summary
Elevon Wealth Management LLC at 1160 Battery ST 1st FL East, San Francisco, Ca 94111 lists Ian Rosenfield of San Francisco, CA as the associate.
- 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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Zachary J. Alinder
Individual Agent
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ONE EMBARCADERO CTR # 2200, SAN FRANCISCO, CA 94111
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Ian Rosenfield
CEO
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1160 BATTERY ST 1ST FL EAST, SAN FRANCISCO, CA 94111
(View Past Addresses)
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Ian Rosenfield
Manager
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1160 BATTERY ST 1ST FL EAST, SAN FRANCISCO, CA 94111
(View Past Addresses)
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1160 BATTERY ST 1ST FL EAST, SAN FRANCISCO, CA 94111
View Map
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Financial Information for Elevon Wealth Management LLC
Form 5500
ELEVON WEALTH MANAGEMENT, LLC
75 Broadway Street Suite 202, San Francisco, Ca 94111 (415) 590-8003 EIN:81-4282333 Plan Admin:Nancy Mccarthy| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameELEVON 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$647,710 / $686,323 | 2022 | ELEVON 401(K) PLAN - Plan #001 | 8 / 8 | $647,710 / $686,323 |
| 2021 | Plan NameELEVON 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$416,354 / $647,710 | 2021 | ELEVON 401(K) PLAN - Plan #001 | 8 / 8 | $416,354 / $647,710 |
| 2020 | Plan NameELEVON 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$231,829 / $416,354 | 2020 | ELEVON 401(K) PLAN - Plan #001 | 8 / 8 | $231,829 / $416,354 |
| 2019 | Plan NameELEVON 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$65,281 / $231,829 | 2019 | ELEVON 401(K) PLAN - Plan #001 | 7 / 8 | $65,281 / $231,829 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ELEVON WEALTH MANAGEMENT LLC
75 Broadway Suite 202, San Francisco, CA 94111 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$133,400 Forgiven$134,376 LenderLive Oak Banking Company Jobs7 | 04/06/2020 | $133,400 | $134,376 | Live Oak Banking Company | 7 |
PPP Loans based on Paycheck Protection Program.
Address Match:1160 Battery St 1st San Francisco, CA
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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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