Wolman Wealth Management Inc. at 10640 Rochester Ave, Los Angeles, Ca 90024 lists Jeffrey Welner of Los Angeles, CA as the associate.
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Jeffrey Welner
Individual Agent
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10640 ROCHESTER AVE, LOS ANGELES, CA 90024
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Jeffrey Welner
CEO
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10640 ROCHESTER AVE, LOS ANGELES, CA 90024
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10640 ROCHESTER AVE, LOS ANGELES, CA 90024
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY32 / 34 Assets BOY/EOY$0 / $0 | 2022 | WOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 32 / 34 | $0 / $0 |
| 2021 | Plan NameWOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 33 Assets BOY/EOY$0 / $0 | 2021 | WOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 29 / 33 | $0 / $0 |
| 2020 | Plan NameWOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 30 Assets BOY/EOY$0 / $0 | 2020 | WOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 26 / 30 | $0 / $0 |
| 2019 | Plan NameWOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$0 / $0 | 2019 | WOLMAN WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 17 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/12/2021 | Approved$419,725 Forgiven$424,210 LenderCity National Bank Jobs25 | 02/12/2021 | $419,725 | $424,210 | City National Bank | 25 |
| 04/09/2020 | Approved$219,341 Forgiven$221,739 LenderCity National Bank Jobs17 | 04/09/2020 | $219,341 | $221,739 | City National Bank | 17 |
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