Trifecta Wealth Management, LLC
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.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Chad Waters
Individual Agent
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12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130
(View Past Addresses)
|
|
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Chad Waters
Manager
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12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130
(View Past Addresses)
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Map & Locations
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12625 HIGH BLUFF DR STE 311, SAN DIEGO, CA 92130
View Map
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Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Trifecta Wealth Management, LLC
Form 5500
TRIFECTA WEALTH MANAGEMENT LLC
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.
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Address Match:12625 High Bluff Dr Ste 311 San Diego, CA
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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