Lumitas Wealth Strategies LLC

Saint Paul, MN

Minnesota

Registered In

10/07/2021

Incorp. Date

Company Summary

Lumitas Wealth Strategies LLC at 8147 Globe Dr STE 245, Saint Paul, Mn 55125 lists Lumitas Wealth Strategies of Saint Paul, MN as the associate.

Overview

Registered In

Minnesota

Incorporation Date

10/07/2021

Company Type

Limited Liability Company (Domestic)

Status

Active / in Good Standing

Registration Type

Domestic

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People

Lumitas Wealth Strategies Manager

8147 GLOBE DR STE 245, SAINT PAUL, MN 55125

Map & Locations

8147 GLOBE DR STE 245, SAINT PAUL, MN 55125 View Map

Financials

Financial Information for Lumitas Wealth Strategies LLC

Form 5500

LUMITAS WEALTH STRATEGIES, LLC

8147 Globe Drive Suite 245, Woodbury, Mn 55125 (651) 383-7447 EIN:88-0840486 Plan Admin:Dana Pollard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLUMITAS WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$2,727,661 / $3,956,120	2023	LUMITAS WEALTH STRATEGIES 401(K) PLAN - Plan #001	3 / 5	$2,727,661 / $3,956,120
2022	Plan NameLUMITAS WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $2,727,661	2022	LUMITAS WEALTH STRATEGIES 401(K) PLAN - Plan #001	0 / 3	$0 / $2,727,661

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Office of the Minnesota Secretary of State • U.S. Department of Labor