Wbi Management, LLC

Glendale, AZ

Colorado

Registered In

01/08/2019

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

Wbi Management, LLC at 17505 N 79th Ave STE 102, Glendale, Az 85308 lists Roger Dael of Westminster, CO and a DBA of Tarian Wealth Management.

Registered In: Colorado
Incorporation Date: 01/08/2019
Registration Type: Foreign
Foreign Jurisdiction: Arizona
Company Type: Foreign Limited Liability Company
Status: Good Standing
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Roger Dael Registered Agent

8778 WOLFF CT STE 101, WESTMINSTER, CO 80031

17505 N 79TH AVE STE 102, GLENDALE, AZ 85308 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Tarian Wealth Management

Glendale, AZ Glendale, AZ

Financial Information for Wbi Management, LLC

Form 5500

WBI MANAGEMENT LLC

17505 N 79th Ave - STE 102, Glendale, Az 85308 (623) 594-4600 EIN:81-2947389 Plan Admin:Erisa Fiduciary Services, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWBI MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$0 / $48,845	2023	WBI MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 11	$0 / $48,845

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WBI MANAGEMENT, LLC

17505 N 79th Ave, Glendale, AZ 85308 Franchise:Ameriprise Financial

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$92,700 Forgiven$93,640 LenderLive Oak Banking Company Jobs7	04/10/2020	$92,700	$93,640	Live Oak Banking Company	7

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Wbi Asset Management LLC Registered in California	Berkeley, CA Alameda, CA	View Report
Wbi Management LLC Registered in California	Alameda, CA	View Report
Wbi Management LLC Registered in New Mexico	Flora Vista, NM Glendale, AZ	View Report
Wbi Management LLC Registered in Wyoming	Atlanta, GA Rex, GA (1 more)	View Report
Wbi Management, LLC Registered in Arizona	Glendale, AZ	View Report
Wbi Property Management LLC Registered in Pennsylvania	Aliquippa, PA	View Report
Wbi Management LLC Registered in Georgia	Atlanta, GA Jonesboro, GA	View Report

Address Match:17505 N 79th Ave Ste 102 Glendale, AZ

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

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