Cadence Wealth Management, LLC
California
Registered In
11/08/2021
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction
Company Summary
Cadence Wealth Management, LLC at 1420 Fifth Ave STE 2200, Seattle, Wa 98101 lists Andrew Ficarra of La Jolla, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Washington
Search Other Resources
People
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Andrew Ficarra
Individual Agent
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6531 ELECTRIC AVE, LA JOLLA, CA 92037
(View Past Addresses)
|
Map & Locations
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1420 FIFTH AVE STE 2200, SEATTLE, WA 98101
View Map
|
|
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CA
View Map
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Financials
Financial Information for Cadence Wealth Management, LLC
Form 5500
CADENCE WEALTH MANAGEMENT LLC
1420 5th Ave Suite 2200, Seattle, Wa 98101 (206) 224-5636 EIN:45-2730558 Plan Admin:Richard Egan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$362,329 / $479,555 | 2023 | CADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 2 | $362,329 / $479,555 |
| 2022 | Plan NameCADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$457,969 / $362,329 | 2022 | CADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 2 | $457,969 / $362,329 |
| 2021 | Plan NameCADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$324,184 / $457,969 | 2021 | CADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $324,184 / $457,969 |
| 2020 | Plan NameCADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$227,632 / $324,184 | 2020 | CADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $227,632 / $324,184 |
| 2019 | Plan NameCADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$136,990 / $227,632 | 2019 | CADENCE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $136,990 / $227,632 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CADENCE WEALTH MANAGEMENT, LLC
1420 5th Ave, Seattle, Wa 98101 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$59,812 Forgiven$60,161 LenderU.S. Bank, National Association Jobs3 | 05/01/2020 | $59,812 | $60,161 | U.S. Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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Cadence Wealth Management, LLC
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Charles Safley Brokerage, Inc.
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Sources
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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