Wellesley Private Advisors LLC

Needham, MA

Massachusetts

Registered In

08/05/2016

Incorp. Date

Company Summary

Wellesley Private Advisors LLC at 197 First Ave, Needham, Ma 02494 lists Christian Parker and Robert Edmunds as the associates.

Registered In: Massachusetts
Incorporation Date: 08/05/2016
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: Active
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Robert Edmunds Registered Agent	197 FIRST AVE, NEEDHAM, MA 02494
Christian Parker Manager
Robert Edmunds Manager
Robert Edmunds REAL PROPERTY
Robert Edmunds SOC SIGNATORY

197 FIRST AVE, NEEDHAM, MA 02494 View Map

Financial Information for Wellesley Private Advisors LLC

Form 5500

WELLESLEY PRIVATE ADVISORS LLC

197 First Ave Suite 160, Needham, Ma 02494 (781) 400-7270 EIN:81-3429452 Plan Admin:Robert Edmunds

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWELLESLEY PRIVATE ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,088,622 / $1,408,000	2023	WELLESLEY PRIVATE ADVISORS LLC 401K PLAN - Plan #001	6 / 7	$1,088,622 / $1,408,000
2022	Plan NameWELLESLEY PRIVATE ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,198,725 / $1,088,622	2022	WELLESLEY PRIVATE ADVISORS LLC 401K PLAN - Plan #001	6 / 6	$1,198,725 / $1,088,622
2021	Plan NameWELLESLEY PRIVATE ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$956,363 / $1,198,725	2021	WELLESLEY PRIVATE ADVISORS LLC 401K PLAN - Plan #001	6 / 6	$956,363 / $1,198,725
2020	Plan NameWELLESLEY PRIVATE ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$813,872 / $956,363	2020	WELLESLEY PRIVATE ADVISORS LLC 401K PLAN - Plan #001	5 / 6	$813,872 / $956,363
2019	Plan NameWELLESLEY PRIVATE ADVISORS LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$633,916 / $813,872	2019	WELLESLEY PRIVATE ADVISORS LLC 401K PLAN - Plan #001	4 / 4	$633,916 / $813,872

Benefit & Retirement Plans based on Form 5500.

PPP Loans

WELLESLEY PRIVATE ADVISORS LLC

197 1ST AVE Suite 160, NEEDHAM HEIGHTS, MA 02494-2812

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$59,290 Forgiven$59,858 LenderBrookline Bank Jobs6	04/09/2020	$59,290	$59,858	Brookline Bank	6

PPP Loans based on Paycheck Protection Program.

Address Match:197 First Ave Needham, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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