Legacy Wealth Management

Santa Monica, CA

California

Registered In

01/15/2008

Incorp. Date

Company Summary

Legacy Wealth Management at 1333 2nd ST STE 600, Santa Monica, Ca 90401 lists Michael V Lynch of Santa Monica, CA as the associate.

Overview

Registered In

California

Incorporation Date

01/15/2008

Company Type

Stock Corporation - Ca - General

Status

Suspended - Ftb

Registration Type

Domestic

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People

Beth Nixon Individual Agent	1158 26TH ST # 910, SANTA MONICA, CA 90403
Michael V Lynch CEO	1333 2ND ST STE 600, SANTA MONICA, CA 90401

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

1333 2ND ST STE 600, SANTA MONICA, CA 90401 (Mailing) View Map

Financials

Financial Information for Legacy Wealth Management

Form 5500

LEGACY WEALTH MANAGEMENT

555 Capitol Mall STE 747, Sacramento, Ca 95814 (916) 465-8001 EIN:36-4871088 Plan Admin:Joseph Walters

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameLEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2020	LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2019	Plan NameLEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2019	LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LEGACY WEALTH MANAGEMENT

555 CAPITOL MALL, SUite 747, SACRAMENTO, CA 95814-2274

Loan Date	Approved	Forgiven	Lender	Jobs
08/07/2020	Approved$39,906 Forgiven$40,106 LenderRiver City Bank Jobs2	08/07/2020	$39,906	$40,106	River City Bank	2
06/24/2020	Approved$20,289 Forgiven$20,499 LenderWells Fargo Bank, National Association Jobs2	06/24/2020	$20,289	$20,499	Wells Fargo Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:1333 2nd St Ste 600 Santa Monica, CA

Direct Capital Securities, Inc. Registered in California	Santa Monica, CA		View Report

Related Business Names:

Legacy Wealth Management Registered in North Dakota	Fargo, ND	View Report
Legacy Wealth Management Registered in Pennsylvania	West Chester, PA	View Report
Legacy Wealth Management Registered in California	Sacramento, CA	View Report
Legacy Wealth Management LTD. Registered in Wyoming	Cheyenne, WY Las Vegas, NV	View Report
Legacy Wealth Management, Inc. Registered in Tennessee	Memphis, TN	View Report
Legacy Wealth Management, LLC Registered in Nevada	Las Vegas, NV	View Report
Legacy Wealth Management Registered in Utah	Jordan, UT Pleasant Grove, UT	View Report
Legacy Wealth Management, Inc. Registered in Minnesota	Mankato, MN	View Report
Legacy Wealth Management Registered in Alaska	Kenai, AK	View Report
Legacy Wealth Management, LLC Registered in Idaho	Boise, ID	View Report
Legacy Wealth Management, Inc. Registered in Georgia	Kennesaw, GA	View Report
Legacy Wealth Management, LLC Registered in Oklahoma	Edmond, OK	View Report
Legacy Wealth Management, LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management Registered in Utah	Salt Lake City, UT	View Report
Legacy Wealth Management Registered in Missouri	Gladstone, MO	View Report
Legacy Wealth Management, LLC Registered in Arkansas	Bella Vista, AR	View Report
Legacy Wealth Management, LLC Registered in Massachusetts	Needham, MA Westborough, MA	View Report
Legacy Wealth Management, LLC Registered in Minnesota	Cannon Falls, MN	View Report

Address Match:1333 2nd St Santa Monica, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration