Cardinal Point Wealth Management, LLC

Irvine, CA

Florida

Registered In

02/13/2018

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Cardinal Point Wealth Management, LLC at 19200 Von Karman Ave STE 618, Irvine, Ca 92612 lists Sheldon Jeffrey of Delray Beach, FL and Sheldon James.

Registered In: Florida
Incorporation Date: 02/13/2018
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Limited Liability Co.
Status: Inactive
EIN: 27-1066049
Website: cardinalpointwealth.com
Email: ****@cardinalpointwealth.com
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Sheldon Jeffrey Registered Agent	15751 GLENCREST AVE, DELRAY BEACH, FL 33446
Sheldon Jeffrey Managing Member	15751 GLENCREST AVE, DELRAY BEACH, FL 33446
Sheldon James Manager	49 Prince George Dr, Toronto, On

19200 VON KARMAN AVE STE 618, IRVINE, CA 92612 View Map

Financial Information for Cardinal Point Wealth Management, LLC

Form 5500

CARDINAL POINT WEALTH MANAGEME

15751 Glencrest Ave, Delray Beach, FL 33446 (602) 549-7509 EIN:27-1066049 Plan Admin:Rina Vatcha

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameCARDINAL POINT WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$0 / $187,710	2020	CARDINAL POINT WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	16 / 16	$0 / $187,710

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CARDINAL POINT WEALTH MANAGEMENT, LLC

2255 Glades Road Suite 324A, BOCA RATON, FL 33431-7313

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$226,600 Forgiven$0 LenderFirst Financial Bank Jobs13	04/09/2020	$226,600	$0	First Financial Bank	13

PPP Loans based on Paycheck Protection Program.

Address Match:19200 Von Karman Ave Ste 618 Irvine, CA

Cardinal Point Wealth Management, LLC Registered in California	Irvine, CA Delray Beach, FL		View Report

Related Business Names:

Cardinal Point Wealth Management LLC Registered in Arizona	Delray Beach, FL Phoenix, AZ	View Report
Cardinal Point Wealth Management Partners, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
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Cardinal Point Wealth Management Partners, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Cardinal Point Wealth Management, LLC. Registered in Florida	Delray Beach, FL	View Report
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Address Match:19200 Von Karman Ave Irvine, CA

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Person/City Match:Sheldon Jeffrey - Delray Beach, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

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