Presidio Group Wealth Management LLC

Registered In: California
Incorporation Date: 12/23/2019
Registration Type: Foreign
Foreign Jurisdiction: Arizona
Company Type: Limited Liability Company - Out of State
Status: Active
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Ernest Holguin Individual Agent	1850 MT DIABLO BLVD # 225, WALNUT CREEK, CA 94596
Real Numbers Inc. Manager	632 STEPHEN CT, BENICIA, CA 94510
Ces Inc. Manager	2579 MARSH DR, SAN RAMON, CA 94583
Pgwm Llc Manager	1795 E SKYLINE DR # 141, TUCSON, AZ 85718
Ryan D Thompson CEO	1795 E SKYLINE DR # 141, TUCSON, AZ 85718

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1850 MT DIABLO BLVD # 225, WALNUT CREEK, CA 94596 View Map
1795 E SKYLINE DR # 141, TUCSON, AZ 85718 (Mailing) View Map

Financial Information for Presidio Group Wealth Management LLC

Form 5500

PRESIDIO GROUP WEALTH MANAGEMENT, LLC

1795 E. Skyline Dr., #141, Tucson, Az 85718 (925) 274-9961 EIN:46-2967148 Plan Admin:Ernest Holguin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2019	Plan NamePGWM RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$649,970 / $1,020,704	2019	PGWM RETIREMENT PLAN - Plan #001	8 / 9	$649,970 / $1,020,704

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PRESIDIO GROUP WEALTH MANAGEMENT

1795 East Skyline Drive #141, Tucson, Az 85718

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$189,868 Forgiven$192,084 LenderWells Fargo Bank, National Association Jobs13	04/29/2020	$189,868	$192,084	Wells Fargo Bank, National Association	13

PPP Loans based on Paycheck Protection Program.

Address Match:1850 Mt Diablo Blvd # 225 Walnut Creek, CA

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Address Match:1795 E Skyline Dr # 141 Tucson, AZ

Presidio Group Growth Partners, LLC Registered in California	Tucson, AZ Walnut Creek, CA		View Report
Presidio Group Wealth Management LLC Registered in Arizona	Tucson, AZ		View Report

Address Match:1850 Mt Diablo Blvd Walnut Creek, CA

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Person/Address Match:Ces Inc -

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Person/City Match:Ernest Holguin - Walnut Creek, 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

Presidio Group Wealth Management LLC

Company Summary

Financial Information for Presidio Group Wealth Management LLC

PRESIDIO GROUP WEALTH MANAGEMENT, LLC

PRESIDIO GROUP WEALTH MANAGEMENT