Crew Wealth Management
California
Registered In
04/26/2004
Incorp. Date
Company Summary
Crew Wealth Management at 1266 Monterey St, San Luis Obispo, Ca 93401 lists William Henry Crew III and William Henry Crew of San Luis Obispo, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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William Henry Crew
Individual Agent
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
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William Henry Crew III
CEO
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
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William Henry Crew
Chief Financial Officer
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
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William Henry Crew
Director
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
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William Henry Crew
Secretary
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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1266 MONTEREY ST, SAN LUIS OBISPO, CA 93401
(Mailing)
View Map
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Financials
Financial Information for Crew Wealth Management
Form 5500
CREW WEALTH MANAGEMENT
1266 Monterey Street, San Luis Obispo, Ca 93401 (805) 781-3885 EIN:55-0871321 Plan Admin:William Henry Crew III| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,740,577 / $2,221,334 | 2023 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 5 | $1,740,577 / $2,221,334 |
| 2022 | Plan NameCREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,690,590 / $1,740,577 | 2022 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $2,690,590 / $1,740,577 |
| 2021 | Plan NameCREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$3,004,184 / $2,690,590 | 2021 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $3,004,184 / $2,690,590 |
| 2020 | Plan NameCREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,203,138 / $3,004,184 | 2020 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $1,203,138 / $3,004,184 |
| 2019 | Plan NameCREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$943,295 / $1,203,138 | 2019 | CREW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $943,295 / $1,203,138 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CREW WEALTH MANAGEMENT
1266 Monterey St, San Luis Obispo, CA 93401-3104 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$99,955 Forgiven$100,913 LenderAmerican Riviera Bank Jobs4 | 04/27/2020 | $99,955 | $100,913 | American Riviera Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:1266 Monterey St San Luis Obispo, CA
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Johnson & Monterey Properties, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Green Niles Properties, LLC
Registered in California
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San Luis Obispo, CA | View Report |
Person/City Match:William Henry Crew - San Luis Obispo, CA
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Bruno Strategic Wealth Management, Inc.
Registered in California
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San Luis Obispo, CA Santa Maria, CA | View Report | |
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Lodi Archview Properties, LLC
Registered in California
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Bellevue, WA San Luis Obispo, CA (2 more) | View Report | |
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Lodi Elm Street Properties, LLC
Registered in California
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San Luis Obispo, CA | View Report |
Street Match:Monterey St San Luis Obispo, CA
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Emerald Mcleod LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Ets LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Hoku Loft LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Ifixit International Sales Company
Registered in California
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Chattanooga, TN San Luis Obispo, CA | View Report | |
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Kalrec, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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San Luis Obispo Community Leadership Foundation
Registered in California
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San Luis Obispo, CA | View Report | |
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C.A. - Entertainment Group, II, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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D.P. & J.K. Incorporated
Registered in California
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San Luis Obispo, CA | View Report | |
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Dti Technology, Inc.
Registered in California
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San Luis Obispo, CA Newport Beach, CA | View Report | |
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Xcel Services Group
Registered in California
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San Luis Obispo, CA | View Report | |
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Grj Oil, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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Homeone, LLC
Registered in California
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San Luis Obispo, CA | View Report | |
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Cassera Surveys, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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Holdyr, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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Mswb, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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San Luis Obispo Downtown Centre, Inc.
Registered in California
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San Luis Obispo, CA | View Report | |
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Smith Lending Group, Inc
Registered in California
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San Luis Obispo, CA | View Report | |
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Tee's Me Slo, Inc.
Registered in California
|
San Luis Obispo, CA | View Report | |
|
West Creek Sfr, LLC
Registered in California
|
San Luis Obispo, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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