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.
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Peter Carolan
Individual Agent
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315 MILLER CT, ORINDA, CA 94563
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C And V Managuelod Healthcare Associates
Applicant
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13027 EVELINA ST, SYLMAR, CA 91342
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1981 N BROADWAY STE 210, WALNUT CREEK, CA 94596
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| 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 |
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