Tulsa Wealth Advisors, Inc.
Oklahoma
Oklahoma
Registered In
06/28/2001
Incorp. Date
Company Summary
Tulsa Wealth Advisors, Inc. in Oklahoma lists Michael P Mazzei of Tulsa, OK as the associate.
- Registered In
- Oklahoma
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic for Profit Business Corporation
- Status
- In Existence
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- SEC | EDGAR Trellis.Law Recent News
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Michael P Mazzei
Registered Agent
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1375 E 71ST ST, TULSA, OK 74136
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Michael P Mazzei
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TULSA, OK
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Trinity Strategic Wealth
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Oklahoma |
Financial Information for Tulsa Wealth Advisors, Inc.
Form 5500
TULSA WEALTH ADVISORS, INC.
1375 E. 71st Street, Tulsa, Ok 74136 (918) 492-2150 EIN:73-1614547 Plan Admin:Keith Van Dyke| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTULSA WEALTH ADVISORS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$7,393,551 / $6,516,292 | 2022 | TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN - Plan #001 | 22 / 22 | $7,393,551 / $6,516,292 |
| 2021 | Plan NameTULSA WEALTH ADVISORS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$5,988,949 / $7,393,551 | 2021 | TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN - Plan #001 | 23 / 22 | $5,988,949 / $7,393,551 |
| 2020 | Plan NameTULSA WEALTH ADVISORS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$4,911,525 / $5,988,949 | 2020 | TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN - Plan #001 | 20 / 21 | $4,911,525 / $5,988,949 |
| 2019 | Plan NameTULSA WEALTH ADVISORS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$3,668,267 / $4,911,525 | 2019 | TULSA WEALTH ADVISORS, INC. RETIREMENT PLAN - Plan #001 | 22 / 20 | $3,668,267 / $4,911,525 |
Benefit & Retirement Plans based on Form 5500.
Person/City Match:Michael P Mazzei - Tulsa, OK
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Mazzei Enterprises, L.L.C.
Registered in Oklahoma
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Tulsa, OK | View Report | |
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The Mazzei Foundation, Inc.
Registered in Oklahoma
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Tulsa, OK | View Report |
The following government agencies have contributed data:
Oklahoma Secretary of State U.S. Department of Labor
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