Carlsbad Wealth Advisory Group, Inc.
California
Registered In
02/28/2008
Incorp. Date
Company Summary
Carlsbad Wealth Advisory Group, Inc. at 5927 Balfour Ct STE 207, Carlsbad, Ca 92008 lists Andrew Phillip Sontag and Heather M Sontag of Carlsbad, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Andrew P Sontag
Individual Agent
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
|
|
Andrew Phillip Sontag
CEO
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
|
|
Heather M Sontag
Chief Financial Officer
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
|
|
Heather M Sontag
Director
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
|
|
Andrew P Sontag
Director
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
|
|
Andrew Phillip Sontag
Secretary
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
|
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.
Map & Locations
|
5927 BALFOUR CT STE 207, CARLSBAD, CA 92008
(Mailing)
View Map
|
Financials
Financial Information for Carlsbad Wealth Advisory Group, Inc.
Form 5500
CARLSBAD WEALTH ADVISORY GROUP INC
5927 Balfour Ct, STE 207, Carlsbad, Ca 92008 (760) 804-9478 EIN:26-2136126 Plan Admin:Andy Sontag| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameCARLSBAD WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,445,116 / $1,594,188 | 2021 | CARLSBAD WEALTH 401(K) PLAN - Plan #001 | 3 / 3 | $1,445,116 / $1,594,188 |
| 2020 | Plan NameCARLSBAD WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,206,179 / $1,445,116 | 2020 | CARLSBAD WEALTH 401(K) PLAN - Plan #001 | 3 / 3 | $1,206,179 / $1,445,116 |
| 2019 | Plan NameCARLSBAD WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$900,833 / $1,206,179 | 2019 | CARLSBAD WEALTH 401(K) PLAN - Plan #001 | 3 / 3 | $900,833 / $1,206,179 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CARLSBAD WEALTH ADVISORY GROUP, INC.
5927 Balfour Ct STE 207, Carlsbad, CA 92008-7375 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/02/2020 | Approved$58,824 Forgiven$59,257 LenderCeltic Bank Corporation Jobs3 | 05/02/2020 | $58,824 | $59,257 | Celtic Bank Corporation | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:5927 Balfour Ct Carlsbad, CA
|
Arad Ventures LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
L7 Creative Communications, Inc.
Registered in California
|
Carlsbad, CA | View Report | |
|
Mi Financial LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Michael Hasan Cpa, a Professional Accountancy Corporation
Registered in California
|
Carlsbad, CA Los Angeles, CA (1 more) | View Report | |
|
Passive Creek, LLC
Registered in California
|
Carlsbad, CA San Marcos, CA | View Report | |
|
Solana Consulting Business LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Robert's Development 1 LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Helvetica Tampa 24, LLC
Registered in Florida
|
Carlsbad, CA | View Report | |
|
Flamingo Publishing, Inc.
Registered in California
|
Carlsbad, CA | View Report | |
|
Butterleaf Irvine LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Helvetica Reo Investors Eighteen, Lp
Registered in California
|
Carlsbad, CA | View Report | |
|
Helvetica Reo Investors Twenty, Lp
Registered in California
|
Carlsbad, CA | View Report | |
|
Joule Investments, LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Lederhosen Tech & Logistics, Inc.
Registered in California
|
Carlsbad, CA | View Report | |
|
Lytton Promote LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Mana Bayrock, LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Mana Tc Ranch, LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Princess Holdings and Acquisitions LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Rogue River Prosperity Company LLC
Registered in California
|
Carlsbad, CA | View Report | |
|
Helvetica Financial LLC
Registered in Connecticut
|
Carlsbad, CA Hartford, CT | View Report |
Person/City Match:Andrew P Sontag - Carlsbad, CA
|
Sontagtech, Inc.
Registered in California
|
Carlsbad, 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
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States