Raffa Wealth Management, LLC

Boulder, CO

Colorado

Registered In

09/10/2020

Incorp. Date

Foreign

Registration Type

District of Columbia

Foreign Jurisdiction

Company Summary

Raffa Wealth Management, LLC in Boulder, CO was registered on 09/10/2020. It is listed at 1942 Broadway ST STE 314c, Boulder, Co 80302.

Overview

Registered In

Colorado

Incorporation Date

09/10/2020

Company Type

Foreign Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

District of Columbia

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People

Registered Agents, Inc. Registered Agent

1942 BROADWAY ST STE 314C, BOULDER, CO 80302 (View Past Addresses)

Map & Locations

1942 BROADWAY ST STE 314C, BOULDER, CO 80302 View Map

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Financials

Financial Information for Raffa Wealth Management, LLC

Form 5500

RAFFA WEALTH MANAGEMENT, LLC

1899 L St., NW Suite 850, Washington, Dc 20036 (202) 955-6734 EIN:20-3107658 Plan Admin:Dennis Gogarty

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameRAFFA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$933,666 / $1,295,343	2023	RAFFA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	9 / 9	$933,666 / $1,295,343
2022	Plan NameRAFFA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$965,780 / $933,666	2022	RAFFA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	8 / 9	$965,780 / $933,666
2021	Plan NameRAFFA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$674,331 / $965,780	2021	RAFFA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	6 / 8	$674,331 / $965,780
2020	Plan NameRAFFA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$510,186 / $674,331	2020	RAFFA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	5 / 6	$510,186 / $674,331
2019	Plan NameRAFFA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $510,186	2019	RAFFA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	5 / 5	$0 / $510,186

Benefit & Retirement Plans based on Form 5500.

PPP Loans

RAFFA WEALTH MANAGEMENT LLC

2020 K St NW, Washington, DC 20006-1915 Ethnicity:Hispanic or Latino Race:Asian

Loan Date	Approved	Forgiven	Lender	Jobs
05/16/2020	Approved$82,300 Forgiven$82,860 LenderNewtek Small Business Finance, Inc. Jobs5	05/16/2020	$82,300	$82,860	Newtek Small Business Finance, Inc.	5

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Raffa Wealth Management, LLC Registered in Virginia	Virginia Beach, VA Washington, DC		View Report
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Sources

The following government agencies have contributed data:

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