La Wealth Management

California
Registered In
08/18/2017
Incorp. Date

Company Summary

La Wealth Management at 1632 Aviation Blvd, Redondo Beach, Ca 90278 lists Laurie Allen of Long Beach, CA and Michael D Raymond of Redondo Beach, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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Laurie Allen Individual Agent
1632 AVIATION BLVD, REDONDO BEACH, CA 90278 (View Past Addresses)
Laurie Allen CEO
100 W BROADWAY STE 3000, LONG BEACH, CA 90802
Laurie Allen Chief Financial Officer
100 W BROADWAY STE 3000, LONG BEACH, CA 90802
Laurie Allen Director
100 W BROADWAY STE 3000, LONG BEACH, CA 90802
Laurie Allen Secretary
100 W BROADWAY STE 3000, LONG BEACH, CA 90802
Michael D Raymond Other
1632 AVIATION BLVD, REDONDO BEACH, CA 90278
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1632 AVIATION BLVD, REDONDO BEACH, CA 90278 View Map
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Financial Information for La Wealth Management

Form 5500

LA WEALTH MANAGEMENT INC.

100 W Brdway STE 3000, Long Beach, Ca 90802 (310) 984-0082 EIN:82-2746531 Plan Admin:Laurie Allen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLA WEALTH MANAGEMENT INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$143,210 / $223,619 2023 LA WEALTH MANAGEMENT INC. 401(K) P/S PLAN - Plan #001 3 / 3 $143,210 / $223,619
2022 Plan NameLA WEALTH MANAGEMENT INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$126,964 / $143,210 2022 LA WEALTH MANAGEMENT INC. 401(K) P/S PLAN - Plan #001 1 / 3 $126,964 / $143,210
2021 Plan NameLA WEALTH MANAGEMENT INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$64,181 / $126,964 2021 LA WEALTH MANAGEMENT INC. 401(K) P/S PLAN - Plan #001 2 / 1 $64,181 / $126,964
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LA WEALTH MANAGEMENT

100 W Broadway, Long Beach, CA 90802-4431 Industry:Insurance Agencies and Brokerages Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/11/2021 Approved$20,312 Forgiven$20,435 LenderCross River Bank Jobs2 04/11/2021 $20,312 $20,435 Cross River Bank 2
PPP Loans based on Paycheck Protection Program.
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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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