Ohana Wealth Advisors, Inc.

San Jose, CA

California

Registered In

01/11/2013

Incorp. Date

Company Summary

Ohana Wealth Advisors, Inc. at 1100 Lincoln Ave STE 241, San Jose, Ca 95125 lists Shawn Okumura and Dori Okumura of San Jose, CA as the associates.

Registered In

California

Incorporation Date

01/11/2013

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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Shawn Okumura Individual Agent	1100 LINCOLN AVE STE 241, SAN JOSE, CA 95125 (View Past Addresses)
Shawn Okumura CEO	2001 BOOKSIN AVE, SAN JOSE, CA 95125
Shawn Okumura Chief Financial Officer	2001 BOOKSIN AVE, SAN JOSE, CA 95125
Shawn Okumura Director	2001 BOOKSIN AVE, SAN JOSE, CA 95125
Dori Okumura Secretary	2001 BOOKSIN AVE, SAN JOSE, CA 95125

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

1100 LINCOLN AVE STE 241, SAN JOSE, CA 95125 View Map

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

Form 5500

1100 Lincoln Avenue, Suite 241, San Jose, Ca 95125 (408) 357-7762 EIN:46-2291088 Plan Admin:Shawn Okumura

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRANSITIONS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,298,302 / $1,597,916	2023	TRANSITIONS WEALTH ADVISORS 401(K) PLAN - Plan #001	9 / 7	$1,298,302 / $1,597,916
2022	Plan NameTRANSITIONS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,371,159 / $1,298,302	2022	TRANSITIONS WEALTH ADVISORS 401(K) PLAN - Plan #001	8 / 9	$1,371,159 / $1,298,302
2021	Plan NameTRANSITIONS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,108,102 / $1,371,159	2021	TRANSITIONS WEALTH ADVISORS 401(K) PLAN - Plan #001	8 / 8	$1,108,102 / $1,371,159
2020	Plan NameTRANSITIONS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$857,373 / $1,108,102	2020	TRANSITIONS WEALTH ADVISORS 401(K) PLAN - Plan #001	7 / 8	$857,373 / $1,108,102
2019	Plan NameTRANSITIONS WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$644,172 / $857,373	2019	TRANSITIONS WEALTH ADVISORS 401(K) PLAN - Plan #001	6 / 6	$644,172 / $857,373

Benefit & Retirement Plans based on Form 5500.

Address Match:1100 Lincoln Ave San Jose, CA

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