Seabridge Wealth Management, LLC
Florida
Registered In
06/10/2011
Incorp. Date
Company Summary
Seabridge Wealth Management, LLC at 740 4th ST N # 515, Saint Petersburg, FL 33701 lists Digennaro Valerie and Digennaro Matt of Saint Petersburg, FL.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 45-2514987
- Website
- swm3.com
- ****@swm3.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Seabridge Wealth Management Llc D/B/A Swm
Registered Agent
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740 4TH ST N # 515, SAINT PETERSBURG, FL 33701
(View Past Addresses)
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Digennaro Valerie
Auth
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740 4TH ST N # 515, SAINT PETERSBURG, FL 33701
(View Past Addresses)
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Digennaro Matt
Manager
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740 4TH ST N # 515, SAINT PETERSBURG, FL 33701
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740 4TH ST N # 515, SAINT PETERSBURG, FL 33701
View Map
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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).
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Swm Advisors
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Saint Petersburg, FL |
Financial Information for Seabridge Wealth Management, LLC
Form 5500
SEABRIDGE WEALTH MANAGEMENT, LLC DBA SWM ADVISOR
740 4th St. N. #515, St. Petersburg, FL 33701 (727) 456-0011 EIN:45-2514987 Plan Admin:Valerie Digennaro| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSWM ADVISORS 401K PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$568,074 / $797,336 | 2023 | SWM ADVISORS 401K PLAN - Plan #001 | 5 / 4 | $568,074 / $797,336 |
| 2022 | Plan NameSWM ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$607,635 / $568,074 | 2022 | SWM ADVISORS 401K PLAN - Plan #001 | 4 / 5 | $607,635 / $568,074 |
| 2021 | Plan NameSWM ADVISORS 401K PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$514,866 / $607,635 | 2021 | SWM ADVISORS 401K PLAN - Plan #001 | 5 / 4 | $514,866 / $607,635 |
| 2020 | Plan NameSWM ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$301,895 / $514,866 | 2020 | SWM ADVISORS 401K PLAN - Plan #001 | 4 / 4 | $301,895 / $514,866 |
| 2019 | Plan NameSWM ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$134,085 / $301,895 | 2019 | SWM ADVISORS 401K PLAN - Plan #001 | 4 / 4 | $134,085 / $301,895 |
Benefit & Retirement Plans based on Form 5500.
Address Match:740 4th St N Saint Petersburg, FL
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor
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