Stelvio Wealth Partners

California
Registered In
01/10/2022
Incorp. Date

Company Summary

Stelvio Wealth Partners at 1981 N Broadway STE 210, Walnut Creek, Ca 94596 lists C And V Managuelod Healthcare Associates of Sylmar, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Terminated
Registration Type
Domestic
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People

Peter Carolan Individual Agent
315 MILLER CT, ORINDA, CA 94563
C And V Managuelod Healthcare Associates Applicant
13027 EVELINA ST, SYLMAR, CA 91342

Map & Locations

1981 N BROADWAY STE 210, WALNUT CREEK, CA 94596 View Map

Financials

Financial Information for Stelvio Wealth Partners

Form 5500

STELVIO WEALTH PARTNERS LLC

1981 N Broadway Suite 210, Walnut Creek, Ca 94596 (925) 306-4601 EIN:85-4190789 Plan Admin:Nick Rice
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSTELVIO WEALTH PARTNERS LLC Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$34,786 / $83,740 2023 STELVIO WEALTH PARTNERS LLC - Plan #001 5 / 5 $34,786 / $83,740
2022 Plan NameSTELVIO WEALTH PARTNERS LLC Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$15,218 / $34,786 2022 STELVIO WEALTH PARTNERS LLC - Plan #001 4 / 5 $15,218 / $34,786
2021 Plan NameSTELVIO WEALTH PARTNERS LLC Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $15,218 2021 STELVIO WEALTH PARTNERS LLC - Plan #001 2 / 3 $0 / $15,218
Benefit & Retirement Plans based on Form 5500.

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Address Match:1981 N Broadway Ste 210 Walnut Creek, CA
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Person/Address Match:C And V Managuelod Healthcare Associates -
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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