Blue Zone Wealth Advisors, LLC
California
Registered In
12/20/2019
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Blue Zone Wealth Advisors, LLC at 11812 San Vicente Blvd # 250, Los Angeles, Ca 90049 lists Judith Lu of Los Angeles, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Judith Lu
Individual Agent
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11812 SAN VICENTE BLVD # 250, LOS ANGELES, CA 90049
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Judith Lu
Manager
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11812 SAN VICENTE BLVD # 250, LOS ANGELES, CA 90049
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11812 SAN VICENTE BLVD # 250, LOS ANGELES, CA 90049
View Map
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Financial Information for Blue Zone Wealth Advisors, LLC
Form 5500
BLUE ZONE WEALTH ADVISORS, LLC
11812 San Vicente Blvd STE 250, Los Angeles, Ca 90049 (305) 360-6388 EIN:84-2785431 Plan Admin:Judith Lu| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $305,570 | 2022 | BLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $0 / $305,570 |
| 2021 | Plan NameBLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2021 | BLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BLUE ZONE WEALTH ADVISORS LLC
11812 San Vicente Blvd STE 250, Los Angeles, Ca 90049-6632| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$76,270 Forgiven$40,535 LenderBank of America, National Association Jobs5 | 05/01/2020 | $76,270 | $40,535 | Bank of America, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:11812 San Vicente Blvd # 250 Los Angeles, 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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