Trifecta Wealth Management, LLC

San Diego, CA

California

Registered In

02/28/2023

Incorp. Date

Company Summary

Trifecta Wealth Management, LLC at 12625 High Bluff Dr STE 311, San Diego, Ca 92130 lists Chad Waters of San Diego, CA as the associate.

Chad Waters Individual Agent	12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130 (View Past Addresses)
Chad Waters Manager	12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130 (View Past Addresses)

12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130 View Map

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Form 5500

12625 High Bluff Drive Suite 311, San Diego, Ca 92130 (858) 703-6033 EIN:92-2757782 Plan Admin:Chad Waters

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRIFECTA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $23,931	2023	TRIFECTA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	0 / 2	$0 / $23,931

Benefit & Retirement Plans based on Form 5500.

Address Match:12625 High Bluff Dr Ste 311 San Diego, 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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