Strategic Wealth Capital LLC

Registered In: California
Incorporation Date: 08/15/2019
Registration Type: Domestic
Company Type: Limited Liability Company - Ca
Status: Active
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Adrianne Sanders Yamaki Individual Agent	345 CALIFORNIA ST FL 7TH, SAN FRANCISCO, CA 94104 (View Past Addresses)
Adrianne Sanders Yamaki CEO	345 CALIFORNIA ST FL 7TH, SAN FRANCISCO, CA 94104 (View Past Addresses)
Adrianne Sanders Yamaki Manager	345 CALIFORNIA ST FL 7TH, SAN FRANCISCO, CA 94104 (View Past Addresses)

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345 CALIFORNIA ST FL 7TH, SAN FRANCISCO, CA 94104 View Map

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Financial Information for Strategic Wealth Capital LLC

Form 5500

STRATEGIC WEALTH CAPITAL, LLC

345 California Street, 6th Floor, San Francisco, Ca 94104 (415) 508-4222 EIN:84-2799005 Plan Admin:Adrianne Yamaki

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTRATEGIC WEALTH CAPITAL RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$213,205 / $299,891	2023	STRATEGIC WEALTH CAPITAL RETIREMENT PLAN - Plan #001	3 / 4	$213,205 / $299,891
2022	Plan NameSTRATEGIC WEALTH CAPITAL RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$203,614 / $213,205	2022	STRATEGIC WEALTH CAPITAL RETIREMENT PLAN - Plan #001	3 / 3	$203,614 / $213,205
2021	Plan NameSTRATEGIC WEALTH CAPITAL RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$121,047 / $203,614	2021	STRATEGIC WEALTH CAPITAL RETIREMENT PLAN - Plan #001	3 / 4	$121,047 / $203,614
2020	Plan NameSTRATEGIC WEALTH CAPITAL RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$30,554 / $121,047	2020	STRATEGIC WEALTH CAPITAL RETIREMENT PLAN - Plan #001	2 / 3	$30,554 / $121,047
2019	Plan NameSTRATEGIC WEALTH CAPITAL RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $30,554	2019	STRATEGIC WEALTH CAPITAL RETIREMENT PLAN - Plan #001	2 / 2	$0 / $30,554

Benefit & Retirement Plans based on Form 5500.

PPP Loans

345 California Street, 7th Floor, San Francisco, CA 94104 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$31,924 Forgiven$32,348 LenderCapital One, National Association Jobs3	04/29/2020	$31,924	$32,348	Capital One, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:345 California St Fl 7th San Francisco, CA

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The following government agencies have contributed data:

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Strategic Wealth Capital LLC

Company Summary

Financial Information for Strategic Wealth Capital LLC

STRATEGIC WEALTH CAPITAL, LLC

STRATEGIC WEALTH CAPITAL LLC