Wealthstone Family Office LLC

Ohio
Registered In
03/03/1983
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Wealthstone Family Office LLC at 5000 Horizons Dr, Columbus, Oh 43220 lists James H. Wyland of Columbus, OH.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
D
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

James H. Wyland Registered Agent
5000 HORIZONS DR, COLUMBUS, OH 43220

Map & Locations

5000 HORIZONS DR, COLUMBUS, OH 43220 View Map

Financials

Financial Information for Wealthstone Family Office LLC

Form 5500

WEALTHSTONE FAMILY OFFICE LLC

5000 Horizons Drive, Columbus, Oh 43220 (614) 267-2600 EIN:31-1059983 Plan Admin:Colton Curry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$330,163 / $4 2023 WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN - Plan #001 3 / 0 $330,163 / $4
2022 Plan NameWEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 3 Assets BOY/EOY$1,209,113 / $330,163 2022 WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN - Plan #001 11 / 3 $1,209,113 / $330,163
2021 Plan NameWEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY32 / 11 Assets BOY/EOY$6,752,634 / $1,209,113 2021 WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN - Plan #001 32 / 11 $6,752,634 / $1,209,113
2020 Plan NameWEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY34 / 32 Assets BOY/EOY$5,937,514 / $6,752,634 2020 WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN - Plan #001 34 / 32 $5,937,514 / $6,752,634
2019 Plan NameWEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY32 / 34 Assets BOY/EOY$4,899,762 / $5,937,514 2019 WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN - Plan #001 32 / 34 $4,899,762 / $5,937,514
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:5000 Horizons Dr Columbus, OH
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Wealthstone Equities, Inc. Registered in Ohio
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Wesorick Family Foundation Registered in Ohio
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Wyland Island, Inc. Registered in Ohio
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Logtec Foundation Registered in Ohio
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Ppc Investment Services, Inc. Registered in Ohio
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Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor
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