Sutley Wertzer, Inc. at 9700 Business Park Dr STE 204, Sacramento, Ca 95827 lists Steven Sutley and Bryan Wertzer of Sacramento, CA as the associates.
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Bryan Wertzer
Individual Agent
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9700 BUSINESS PARK DR STE 204, SACRAMENTO, CA 95827
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Steven Sutley
CEO
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9700 BUSINESS PARK DRIVE 204, SACRAMENTO, CA 95827
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Bryan Wertzer
Chief Financial Officer
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9700 BUSINESS PARK DRIVE 204, SACRAMENTO, CA 95827
(View Past Addresses)
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Bryan Wertzer
Director
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9700 BUSINESS PARK DRIVE 204, SACRAMENTO, CA 95827
(View Past Addresses)
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Steven Sutley
Director
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9700 BUSINESS PARK DRIVE 204, SACRAMENTO, CA 95827
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Bryan Wertzer
Secretary
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9700 BUSINESS PARK DRIVE 204, SACRAMENTO, CA 95827
(View Past Addresses)
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9700 BUSINESS PARK DR STE 204, SACRAMENTO, CA 95827
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameSUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,472,548 / $2,012,737 | 2023 | SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 8 / 9 | $1,472,548 / $2,012,737 |
| 2022 | Plan NameSUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,106,261 / $1,472,548 | 2022 | SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 8 / 7 | $2,106,261 / $1,472,548 |
| 2021 | Plan NameSUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,533,427 / $2,106,261 | 2021 | SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 8 / 8 | $1,533,427 / $2,106,261 |
| 2020 | Plan NameSUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,285,362 / $1,533,427 | 2020 | SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 7 / 8 | $1,285,362 / $1,533,427 |
| 2019 | Plan NameSUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,035,419 / $1,285,362 | 2019 | SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 6 | $1,035,419 / $1,285,362 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 01/28/2021 | Approved$35,534 Forgiven$35,770 LenderLive Oak Banking Company Jobs4 | 01/28/2021 | $35,534 | $35,770 | Live Oak Banking Company | 4 |
| 04/06/2020 | Approved$32,000 Forgiven$32,239 LenderLive Oak Banking Company Jobs4 | 04/06/2020 | $32,000 | $32,239 | Live Oak Banking Company | 4 |
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S & W Investments LLC
Registered in California
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Sacramento, CA | View Report | |
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Sutley Wealth Management, LLC
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Sacramento, CA | View Report | |
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