Westpac Wealth Partners, LLC

New York
Registered In
03/12/2015
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Westpac Wealth Partners, LLC at New York County lists Westpac Wealth Partners, Llc of La Jolla, CA as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
California
Find Social Profiles
Search Other Resources

People

Westpac Wealth Partners, Llc DOS Process
4275 EXECUTIVE SQ STE 800, LA JOLLA, CA 92037

Map & Locations

New York County View Map

Financials

Financial Information for Westpac Wealth Partners, LLC

Form 5500

WESTPAC WEALTH PARTNERS LLC

5280 Carroll Canyon Rd STE 300, San Diego, Ca 92121 (619) 684-6401 EIN:46-2553141 Plan Admin:Nebojsa Subotic
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY43 / 41 Assets BOY/EOY$1,622,705 / $1,526,670 2022 WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 43 / 41 $1,622,705 / $1,526,670
2021 Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY31 / 34 Assets BOY/EOY$1,201,163 / $1,622,705 2021 WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 31 / 34 $1,201,163 / $1,622,705
2020 Plan NameWESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$905,653 / $1,201,163 2020 WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 24 / 28 $905,653 / $1,201,163
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Westpac Wealth Partners Llc -
La Jolla, CA View Report
Westpac Wealth Partners, LLC Registered in Nevada
San Diego, CA View Report
Madelou, Inc. Registered in California
Covina, CA View Report
Related Business Names:
La Jolla, CA View Report
Westpac Wealth Partners--Irvine, LLC Registered in New York
La Jolla, CA View Report
Westpac Wealth Partners - California LLC Registered in California
San Diego, CA View Report
Westpac Wealth Partners LLC Registered in Oregon
Lake Oswego, OR View Report
Westpac Wealth Partners--Bay Area, LLC Registered in California
San Diego, CA San Ramon, CA (1 more) View Report
Westpac Wealth Partners, LLC Registered in California
San Diego, CA La Jolla, CA View Report
Westpac Wealth Partners, LLC Registered in Nevada
San Diego, CA View Report
Westpac Wealth Partners, LLC Registered in Mississippi
Gulfport, MS Honolulu, HI View Report
Westpac Wealth Partners, LLC Registered in Mississippi
Gulfport, MS San Diego, CA View Report
Westpac Wealth Partners, LLC Registered in Virginia
Mechanicsville, VA San Diego, CA (1 more) View Report
La Jolla, CA Jolla, CA View Report
Westpac Wealth Partners--Irvine, LLC Registered in California
Irvine, CA La Jolla, CA (1 more) View Report
La Jolla, CA Jolla, CA View Report
Diamond Bar, CA San Diego, CA View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States