Wealthstream Advisors, Inc.

New York

Registered In

05/28/2004

Incorp. Date

Company Summary

Wealthstream Advisors, Inc. at New York County lists Wealthstream Advisors, Inc. of New York, NY and Michael Goodman of York, NY as the associates.

Overview

Registered In

New York

Incorporation Date

05/28/2004

Company Type

Domestic Business Corporation

Status

Not Available

Registration Type

Domestic

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People

Wealthstream Advisors, Inc. Location	60 E 42ND ST STE 1600, NEW YORK, NY 10165
Wealthstream Advisors, Inc. DOS Process	60 E 42ND ST STE 1600, NEW YORK, NY 10165
Michael Goodman CEO	MICHAEL GOODMAN STE 1600, NEW YORK, NY 10165 (View Past Addresses)

Map & Locations

New York County View Map

Financials

Financial Information for Wealthstream Advisors, Inc.

Form 5500

WEALTHSTREAM ADVISORS, INC.

60 East 42nd Street Suite 1120, New York, Ny 10165 (212) 971-9241 EIN:20-1192795 Plan Admin:Michael Goodman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY21 / 24 Assets BOY/EOY$4,606,878 / $4,523,383	2022	WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN - Plan #001	21 / 24	$4,606,878 / $4,523,383
2021	Plan NameWEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$2,969,789 / $4,606,878	2021	WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN - Plan #001	19 / 21	$2,969,789 / $4,606,878
2020	Plan NameWEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$2,319,721 / $2,969,789	2020	WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN - Plan #001	18 / 18	$2,319,721 / $2,969,789
2019	Plan NameWEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,713,816 / $2,319,721	2019	WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN - Plan #001	16 / 17	$1,713,816 / $2,319,721

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor