Romero Wealth Management, Inc.
California
Registered In
01/04/2005
Incorp. Date
Company Summary
Romero Wealth Management, Inc. at 2520 N Santiago Blvd, Orange, Ca 92867 lists Daniel S. Romero of Orange, CA as the associate.
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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Robert J. Lamm
Individual Agent
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2424 SE BRISTOL ST STE 300, NEWPORT BEACH, CA 92660
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Daniel S. Romero
CEO
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2520 N SANTIAGO BLVD, ORANGE, CA 92867
(View Past Addresses)
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Daniel S. Romero
Chief Financial Officer
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2520 N SANTIAGO BLVD, ORANGE, CA 92867
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Daniel S. Romero
Director
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2520 N SANTIAGO BLVD, ORANGE, CA 92867
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Daniel S. Romero
Secretary
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2520 N SANTIAGO BLVD, ORANGE, CA 92867
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2520 N SANTIAGO BLVD, ORANGE, CA 92867
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Romero Wealth Management, Inc.
Form 5500
ROMERO WEALTH MANAGEMENT, INC.
2520 N. Santiago Blvd., Orange, Ca 92867 (714) 547-8787 EIN:20-2112938 Plan Admin:Daniel Romero| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameROMERO WM 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$796,963 / $756,732 | 2022 | ROMERO WM 401(K) PLAN - Plan #001 | 11 / 10 | $796,963 / $756,732 |
| 2021 | Plan NameROMERO WM 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$559,455 / $796,963 | 2021 | ROMERO WM 401(K) PLAN - Plan #001 | 9 / 11 | $559,455 / $796,963 |
| 2020 | Plan NameROMERO & LEVIN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$451,003 / $559,455 | 2020 | ROMERO & LEVIN WEALTH 401(K) PLAN - Plan #001 | 10 / 9 | $451,003 / $559,455 |
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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