Metis Wealth Partners, LLC
Oregon
Registered In
02/26/2018
Incorp. Date
Company Summary
Metis Wealth Partners, LLC at 4900 Meadows Rd STE 100, Lake Oswego, Or 97035 lists Benjamin Bistline and James Frank of Lake Oswego, OR as the associates.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Benjamin Bistline
Registered Agent
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4900 MEADOWS RD STE 100, LAKE OSWEGO, OR 97035
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Benjamin Bistline
Member
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4900 MEADOWS RD STE 100, LAKE OSWEGO, OR 97035
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James Frank
Member
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4900 MEADOWS RD STE 100, LAKE OSWEGO, OR 97035
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James Frank
INDIVIDUAL WITH DIRECT KNOWLEDGE
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15630 BOONES FERRY RD, LAKE OSWEGO, OR 97035
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Benjamin Bistline
INDIVIDUAL WITH DIRECT KNOWLEDGE
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15630 BOONES FERRY RD, LAKE OSWEGO, OR 97035
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Map & Locations
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4900 MEADOWS RD STE 100, LAKE OSWEGO, OR 97035
View Map
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Financials
Financial Information for Metis Wealth Partners, LLC
Form 5500
METIS WEALTH PARTNERS, LLC.
4900 Meadows Rd. Ste. 100, Lake Oswego, Or 97035 (503) 697-4271 EIN:82-4560492 Plan Admin:James Frank| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMETIS WEALTH PARTNERS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,249,215 / $1,654,029 | 2023 | METIS WEALTH PARTNERS, LLC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,249,215 / $1,654,029 |
| 2022 | Plan NameMETIS WEALTH PARTNERS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,401,349 / $1,249,215 | 2022 | METIS WEALTH PARTNERS, LLC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,401,349 / $1,249,215 |
| 2021 | Plan NameMETIS WEALTH PARTNERS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,028,425 / $1,401,349 | 2021 | METIS WEALTH PARTNERS, LLC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,028,425 / $1,401,349 |
| 2020 | Plan NameMETIS WEALTH PARTNERS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$783,450 / $1,028,425 | 2020 | METIS WEALTH PARTNERS, LLC. 401(K) PLAN - Plan #001 | 5 / 5 | $783,450 / $1,028,425 |
| 2019 | Plan NameMETIS WEALTH PARTNERS, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$529,774 / $783,450 | 2019 | METIS WEALTH PARTNERS, LLC. 401(K) PLAN - Plan #001 | 5 / 5 | $529,774 / $783,450 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
METIS WEALTH PARTNERS, LLC
4900 Meadows Rd, Lake Oswego, OR 97035 Ethnicity:Not Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$79,300 Forgiven$80,204 LenderLive Oak Banking Company Jobs5 | 04/07/2020 | $79,300 | $80,204 | Live Oak Banking Company | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:4900 Meadows Rd Ste 100 Lake Oswego, OR
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Metis Wealth Advisory Group
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
William E Valenti Professional Corporation
Registered in Oregon
|
Lake Oswego, OR | View Report |
Address Match:4900 Meadows Rd Lake Oswego, OR
|
Fp Transitions, LLC
Registered in Rhode Island
|
Barrington, RI Lake Oswego, OR | View Report | |
|
Fp Transitions, LLC
Registered in Washington
|
Lake Oswego, OR Spokane, WA | View Report | |
|
Fp Transitions, LLC
Registered in Florida
|
Lake Oswego, OR Saint Petersburg, FL | View Report | |
|
Fp Transitions, LLC
Registered in California
|
Lake Oswego, OR Oswego, OR | View Report | |
|
Nw Holding & Recovery, LLC
Registered in Washington
|
Lake Oswego, OR | View Report | |
|
Nw Holding & Recovery, LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Pacific Ridge Capital Partners, LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Pacific Ridge Micro Cap Value Fund LLC
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
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Pacific Ridge Small Cap Value Fund LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Provest Capital Management LLC
Registered in Oregon
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Lake Oswego, OR | View Report | |
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Security Traders Association of Portland, Oregon, Inc.
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
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Virtual Trader Inc
Registered in Oregon
|
East Rutherford, NJ Lake Oswego, OR | View Report | |
|
Nw Holding & Recovery, LLC
Registered in Idaho
|
Bellevue, WA Lake Oswego, OR | View Report | |
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Fp Transitions LLC
Registered in Colorado
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Boulder, CO Lake Oswego, OR | View Report | |
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Boutin & Associates, P.C.
Registered in Oregon
|
Lake Oswego, OR | View Report | |
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Pacific Ridge Holdings LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Pacific Ridge Opportuntiy Fund LLC
Registered in Oregon
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Lake Oswego, OR Portland, OR | View Report | |
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Bello Eagle Investments, LLC
Registered in Idaho
|
Boise, ID Lake Oswego, OR | View Report |
Person/City Match:Benjamin Bistline - Lake Oswego, OR
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Metis Wealth Advisory Group
Registered in Oregon
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Lake Oswego, OR | View Report |
Person/City Match:James Frank - Lake Oswego, OR
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Frank Financial, LLC
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Jjb Investments, LLC
Registered in Oregon
|
Gresham, OR Lake Oswego, OR | View Report | |
|
My Island Creamery, Inc.
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
|
Whitecrest, LLC
Registered in Oregon
|
Lake Oswego, OR | View Report |
Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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