Aspirean Wealth LLC

Mill Valley, CA

California

Registered In

07/06/2020

Incorp. Date

Company Summary

Aspirean Wealth LLC at 6 Knoll Ln STE B, Mill Valley, Ca 94941 lists Paul Grace of Mill Valley, CA as the associate.

Paul Grace [email protected] Individual Agent	6 KNOLL LN STE B, MILL VALLEY, CA 94941 (View Past Addresses)
Paul Grace Manager	6 KNOLL LN STE B, MILL VALLEY, CA 94941 (View Past Addresses)

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6 KNOLL LN STE B, MILL VALLEY, CA 94941 (Mailing) View Map

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Form 5500

6 Knoll Lane, Ste. B, Mill Valley, Ca 94941 (415) 383-8404 EIN:47-1813300 Plan Admin:Chris Winkler

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameASPIREAN WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$805,776 / $884,539	2023	ASPIREAN WEALTH, LLC 401(K) PLAN - Plan #001	3 / 3	$805,776 / $884,539
2022	Plan NameASPIREAN WEALTH, LLC 401(K) PLAN Plan #003 Participants BOY/EOY1 / 3 Assets BOY/EOY$896,398 / $805,776	2022	ASPIREAN WEALTH, LLC 401(K) PLAN - Plan #003	1 / 3	$896,398 / $805,776

Benefit & Retirement Plans based on Form 5500.

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Person/City Match:Paul Grace - Mill Valley, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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