Wealth Navigation Advisors
California
Registered In
07/16/2019
Incorp. Date
Company Summary
Wealth Navigation Advisors at 6265 Greenwich Dr STE 251, San Diego, Ca 92122 lists John Joseph Parrillo and Taylor J Parrillo of San Diego, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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John Joseph Parrillo
Individual Agent
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6265 GREENWICH DR STE 251, SAN DIEGO, CA 92122
(View Past Addresses)
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John Joseph Parrillo
CEO
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6265 GREENWICH DR 251, SAN DIEGO, CA 92122
(View Past Addresses)
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John Joseph Parrillo
Chief Financial Officer
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6265 GREENWICH DR 251, SAN DIEGO, CA 92122
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Taylor J Parrillo
Vice President
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6265 GREENWICH DR 251, SAN DIEGO, CA 92122
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N/A N/A
Director
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11545 W BERNARDO CT STE 203-205, SAN DIEGO, CA 92127
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John Joseph Parrillo
Secretary
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6265 GREENWICH DR 251, SAN DIEGO, CA 92122
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Showing current associates only (6 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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6265 GREENWICH DR STE 251, SAN DIEGO, CA 92122
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Wealth Navigation Advisors
Form 5500
WEALTH NAVIGATION ADVISORS
11545 W. Bernardo Ct., Suite 203/205, San Diego, Ca 92127 (858) 485-8839 EIN:84-2542887 Plan Admin:Cetera Retirement Plan Specialists| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTH NAVIGATION ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$1,686,549 / $1,648,373 | 2022 | WEALTH NAVIGATION ADVISORS 401(K) PLAN - Plan #001 | 4 / 7 | $1,686,549 / $1,648,373 |
| 2022 | Plan NameWEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,389,961 / $1,404,430 | 2022 | WEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN - Plan #002 | 4 / 4 | $1,389,961 / $1,404,430 |
| 2021 | Plan NameWEALTH NAVIGATION ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$641,428 / $1,686,549 | 2021 | WEALTH NAVIGATION ADVISORS 401(K) PLAN - Plan #001 | 4 / 4 | $641,428 / $1,686,549 |
| 2021 | Plan NameWEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,058,768 / $1,389,961 | 2021 | WEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN - Plan #002 | 4 / 4 | $1,058,768 / $1,389,961 |
| 2020 | Plan NameWEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$842,405 / $1,058,768 | 2020 | WEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN - Plan #002 | 4 / 4 | $842,405 / $1,058,768 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH NAVIGATION ADVISORS
11545 West Bernardo Court, Suite 203, San Diego, CA 92127 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:Yes| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$51,250 Forgiven$51,722 LenderLoan Source Incorporated Jobs3 | 04/28/2020 | $51,250 | $51,722 | Loan Source Incorporated | 3 |
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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