Morganrosel Wealth Management, LLC at 1805 Shea Center Dr STE 420, Highlands Ranch, Co 80129 lists David Morgan of Highlands Ranch, CO.
David Morgan
Registered Agent
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1805 SHEA CENTER DR STE 420, HIGHLANDS RANCH, CO 80129
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1805 SHEA CENTER DR STE 420, HIGHLANDS RANCH, CO 80129
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$791,962 / $599,028 | 2023 | MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $791,962 / $599,028 |
2022 | Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$704,318 / $791,962 | 2022 | MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $704,318 / $791,962 |
2021 | Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$552,824 / $704,318 | 2021 | MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $552,824 / $704,318 |
2020 | Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$459,591 / $552,824 | 2020 | MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $459,591 / $552,824 |
2019 | Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$276,401 / $459,591 | 2019 | MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $276,401 / $459,591 |
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Preferred Mortgage Group, Inc.
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Registered in Colorado
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor