Maheras Wealth Management, Inc.

San Mateo, CA

California

Registered In

09/10/2010

Incorp. Date

Company Summary

Maheras Wealth Management, Inc. at 155 Bovet Rd, San Mateo, Ca 94402 lists Leonidas H Maheras of San Mateo, CA as the associate.

Overview

Registered In

California

Incorporation Date

09/10/2010

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Leonidas H Maheras Individual Agent	155 BOVET RD, SAN MATEO, CA 94402
Leonidas H Maheras CEO	155 BOVET RD, SAN MATEO, CA 94402
Leonidas H Maheras Chief Financial Officer	155 BOVET RD, SAN MATEO, CA 94402
Leonidas H Maheras Director	155 BOVET RD, SAN MATEO, CA 94402
Leonidas H Maheras Secretary	155 BOVET RD, SAN MATEO, CA 94402

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

155 BOVET RD, SAN MATEO, CA 94402 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Maheras Wealth Management, Inc.

Form 5500

MAHERAS WEALTH MANAGEMENT, INC.

155 Bovet Road, Suite 455, San Mateo, Ca 94402 (650) 525-0600 EIN:27-3649576 Plan Admin:Leo Maheras

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,785,135 / $1,550,990	2022	MAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST - Plan #001	3 / 3	$1,785,135 / $1,550,990
2021	Plan NameMAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,473,234 / $1,785,135	2021	MAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST - Plan #001	3 / 3	$1,473,234 / $1,785,135
2020	Plan NameMAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,216,563 / $1,473,234	2020	MAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST - Plan #001	3 / 3	$1,216,563 / $1,473,234
2019	Plan NameMAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$891,847 / $1,216,563	2019	MAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST - Plan #001	3 / 3	$891,847 / $1,216,563

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MAHERAS WEALTH MANAGEMENT INC

155 Bovet Road Suite 455, San Mateo, Ca 94402

Loan Date	Approved	Forgiven	Lender	Jobs
05/08/2020	Approved$36,244 Forgiven$36,567 LenderWells Fargo Bank, National Association Jobs1	05/08/2020	$36,244	$36,567	Wells Fargo Bank, National Association	1

PPP Loans based on Paycheck Protection Program.

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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

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