Upstart Wealth Management, LLC
North Carolina
Registered In
12/29/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Upstart Wealth Management, LLC at 4 Embarcadero Ctr STE 1400, San Francisco, Ca 94111 lists Michael Powsner of New York, NY and Russell Kroeger of Durham, NC.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Kroeger, Russell
Registered Agent
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110 MESQUITE DR, DURHAM, NC 27703
|
|
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Michael Powsner
CEO
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101 W 79TH ST APT 31C, NEW YORK, NY 10024
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|
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Russell Kroeger
Authorized Signatory
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110 MESQUITE DR, DURHAM, NC 27703-7873
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Map & Locations
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4 EMBARCADERO CTR STE 1400, SAN FRANCISCO, CA 94111
View Map
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110 MESQUITE DR, DURHAM, NC 27703
(Mailing)
View Map
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Financials
Financial Information for Upstart Wealth Management, LLC
Form 5500
UPSTART WEALTH MANAGEMENT, LLC
4 Embarcadero Center Suite 1400, San Francisco, Ca 94111 (415) 549-0646 EIN:47-2148111 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$202,467 / $299,507 | 2023 | UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 5 | $202,467 / $299,507 |
| 2022 | Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$114,843 / $202,467 | 2022 | UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 5 | $114,843 / $202,467 |
| 2021 | Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$48,797 / $114,843 | 2021 | UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 2 / 4 | $48,797 / $114,843 |
| 2020 | Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$12,090 / $48,797 | 2020 | UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 2 | $12,090 / $48,797 |
| 2019 | Plan NameUPSTART WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $12,090 | 2019 | UPSTART WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $12,090 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• North Carolina Secretary of State • U.S. Department of Labor
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