California Wealth Advisors

Santa Barbara, CA

California

Registered In

06/09/2015

Incorp. Date

Company Summary

California Wealth Advisors at 10 E Figueroa ST STE 201, Santa Barbara, Ca 93101 lists Kelley Slaught and Kelley Susan Slaught of Santa Barbara, CA.

Overview

Registered In

California

Incorporation Date

06/09/2015

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Kelley Slaught Individual Agent	10 E FIGUEROA ST STE 201, SANTA BARBARA, CA 93101
Kelley Slaught CEO	10 E FIGUEROA ST STE 201, SANTA BARBARA, CA 93101
Kelley Slaught Chief Financial Officer	10 E FIGUEROA ST STE 201, SANTA BARBARA, CA 93101
Kelley Susan Slaught Director	PO BOX 3314, SANTA BARBARA, CA 93130
Kelley Slaught Director	PO BOX 3314, SANTA BARBARA, CA 93130
Kelley Slaught Secretary	10 E FIGUEROA ST STE 201, SANTA BARBARA, CA 93101

Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

10 E FIGUEROA ST STE 201, SANTA BARBARA, CA 93101 (Mailing) View Map

Financials

Financial Information for California Wealth Advisors

Form 5500

CALIFORNIA WEALTH ADVISORS

10 East Figueroa, Suite 204, Santa Barbara, Ca 93101 (805) 941-0444 EIN:47-4312105 Plan Admin:Kelley Slaught

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$95,938 / $171,350	2022	CALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	2 / 3	$95,938 / $171,350
2022	Plan NameCALIFORNIA WEALTH ADVISORS CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2022	CALIFORNIA WEALTH ADVISORS CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$0 / $0
2019	Plan NameCALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $0	2019	CALIFORNIA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	1 / 1	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CALIFORNIA WEALTH ADVISORS

10 Figueroa ST STE 201, Santa Barbara, Ca 93101

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$24,700 Forgiven$24,908 LenderU.S. Bank, National Association Jobs4	04/30/2020	$24,700	$24,908	U.S. Bank, National Association	4

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