Martin Wealth Management, Inc.
California
Registered In
05/09/2006
Incorp. Date
Company Summary
Martin Wealth Management, Inc. at 1145 Merrill St, Menlo Park, Ca 94025 lists Patricia Lee Martin and Laura Martin Miri of Menlo Park, CA as the associates.
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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Patricia Lee Martin
Individual Agent
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720 TULANE CT, SAN MATEO, CA 94402
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Patricia Lee Martin
CEO
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1145 MERRILL ST, MENLO PARK, CA 94025
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Patricia Lee Martin
Chief Financial Officer
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1145 MERRILL ST, MENLO PARK, CA 94025
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Laura Martin Miri
Director
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1145 MERRILL ST, MENLO PARK, CA 94025
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Laura Martin Miri
Secretary
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1145 MERRILL ST, MENLO PARK, CA 94025
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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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1145 MERRILL ST, MENLO PARK, CA 94025
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 Martin Wealth Management, Inc.
Form 5500
MARTIN WEALTH MANAGEMENT, INC.
1145 Merrill St, Menlo Park, Ca 94025 (650) 289-0980 EIN:20-4926400 Plan Admin:Patricia Martin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMARTIN WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$299,186 / $409,032 | 2023 | MARTIN WEALTH MANAGEMENT, INC. - Plan #001 | 3 / 3 | $299,186 / $409,032 |
| 2022 | Plan NameMARTIN WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$314,921 / $299,186 | 2022 | MARTIN WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 | 3 / 3 | $314,921 / $299,186 |
| 2021 | Plan NameMARTIN WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$239,581 / $314,921 | 2021 | MARTIN WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 | 4 / 3 | $239,581 / $314,921 |
| 2020 | Plan NameMARTIN WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$153,322 / $239,581 | 2020 | MARTIN WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 | 3 / 4 | $153,322 / $239,581 |
| 2019 | Plan NameMARTIN WEALTH MANAGEMENT, INC. 401K PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$80,555 / $153,322 | 2019 | MARTIN WEALTH MANAGEMENT, INC. 401K PLAN - Plan #001 | 5 / 3 | $80,555 / $153,322 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
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Dreher Martin Wealth Management, Inc.
Registered in North Carolina
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Raleigh, NC | View Report | |
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Martin Wealth Management & Insurance Services, Inc.
Registered in California
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Folsom, CA | View Report |
Address Match:1145 Merrill St Menlo Park, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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