Solis Wealth Management, Inc.

California
Registered In
04/14/2004
Incorp. Date

Company Summary

Solis Wealth Management, Inc. at 78-075 Main ST STE 204, La Quinta, Ca 92253 lists Gregory R Solis and Tiffany Valentine of La Quinta, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Gregory R Solis Individual Agent
78-075 MAIN ST STE 204, LA QUINTA, CA 92253 (View Past Addresses)
Gregory R Solis CEO
78-075 MAIN ST STE 204, LA QUINTA, CA 92253
Gregory R Solis Chief Financial Officer
78-075 MAIN ST STE 204, LA QUINTA, CA 92253 (View Past Addresses)
Gregory R Solis Director
78075 MAIN STREET 204, LA QUINTA, CA 92253 (View Past Addresses)
Gregory R Solis Secretary
78-075 MAIN ST STE 204, LA QUINTA, CA 92253 (View Past Addresses)
Tiffany Valentine Other
78075 MAIN STREET 204, LA QUINTA, CA 92253 (View Past Addresses)
Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

78-075 MAIN ST STE 204, LA QUINTA, CA 92253 (Mailing) View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Solis Wealth Management, Inc.

Form 5500

SOLIS WEALTH MANAGEMENT, INC

78075 Main Street STE 204, La Quinta, Ca 92253 (760) 771-3339 EIN:68-0584116 Plan Admin:Nick Rice
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$631,691 / $924,587 2023 SOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T - Plan #001 11 / 11 $631,691 / $924,587
2022 Plan NameSOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$624,521 / $631,691 2022 SOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T - Plan #001 9 / 11 $624,521 / $631,691
2021 Plan NameSOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$478,149 / $624,521 2021 SOLIS WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND T - Plan #001 8 / 9 $478,149 / $624,521
2020 Plan NameSOLIS WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$354,725 / $478,149 2020 SOLIS WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 11 / 11 $354,725 / $478,149
2019 Plan NameSOLIS WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$217,332 / $354,725 2019 SOLIS WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 9 / 11 $217,332 / $354,725
Benefit & Retirement Plans based on Form 5500.

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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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