Carey Consulting Wealth Management, Inc.
California
Registered In
05/11/2007
Incorp. Date
Company Summary
Carey Consulting Wealth Management, Inc. at 2189 Crow Canyon Rd STE 101, San Ramon, Ca 94583 lists Jamie Carey of San Ramon, 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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Jamie Carey
Individual Agent
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2819 CROW CANYON RD STE 101, SAN RAMON, CA 94583
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Jamie Carey
CEO
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2189 CROW CANYON RD STE 101, SAN RAMON, CA 94583
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Jamie Carey
Chief Financial Officer
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2189 CROW CANYON RD STE 101, SAN RAMON, CA 94583
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Jamie Carey
Director
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2189 CROW CANYON RD STE 101, SAN RAMON, CA 94583
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Jamie Carey
Secretary
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2189 CROW CANYON RD STE 101, SAN RAMON, CA 94583
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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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2189 CROW CANYON RD STE 101, SAN RAMON, CA 94583
(Mailing)
View Map
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Financials
Financial Information for Carey Consulting Wealth Management, Inc.
Form 5500
CAREY CONSULTING WEALTH MANAGEMENT, INC.
2819 Crow Canyon Road, Suite 101, San Ramon, Ca 94583 (925) 406-4186 EIN:26-0177096 Plan Admin:Jamie Carey| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$232,311 / $368,223 | 2023 | CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 3 / 3 | $232,311 / $368,223 |
| 2022 | Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$203,324 / $232,311 | 2022 | CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 3 / 3 | $203,324 / $232,311 |
| 2021 | Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$150,706 / $203,324 | 2021 | CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 3 / 3 | $150,706 / $203,324 |
| 2020 | Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$67,401 / $150,706 | 2020 | CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 2 / 2 | $67,401 / $150,706 |
| 2019 | Plan NameCAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $67,401 | 2019 | CAREY CONSULTING WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 2 / 2 | $0 / $67,401 |
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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