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.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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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Russell Kroeger
Authorized Signatory
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110 MESQUITE DR, DURHAM, NC 27703-7873
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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)
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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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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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