Willamette Wealth Partners, LLC
Oregon
Registered In
11/26/2019
Incorp. Date
Company Summary
Willamette Wealth Partners, LLC at 895 Country Club Rd STE A150, Eugene, Or 97401 lists Locke Bielefeldt of Eugene, OR as the associate.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Locke Bielefeldt
Registered Agent
|
895 COUNTRY CLUB RD STE A150, EUGENE, OR 97401
|
|
|
Locke Bielefeldt
Member
|
895 COUNTRY CLUB RD STE A150, EUGENE, OR 97401
|
|
|
Locke Bielefeldt
INDIVIDUAL WITH DIRECT KNOWLEDGE
|
895 COUNTRY CLUB RD STE A150, EUGENE, OR 97401
|
Map & Locations
|
895 COUNTRY CLUB RD STE A150, EUGENE, OR 97401
View Map
|
Alias/DBA
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).
|
Willamette Wealth Partners
|
Eugene, OR |
Financials
Financial Information for Willamette Wealth Partners, LLC
Form 5500
WILLAMETTE WEALTH PARTNERS, LLC
895 Country Club Rd Suite A150, Eugene, Or 97401 (541) 343-1420 EIN:84-3800550 Plan Admin:Locke Bielefeldt| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBIELEFELDT FINANCIAL MGT INC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$2,984,060 / $2,671,327 | 2022 | BIELEFELDT FINANCIAL MGT INC 401(K) PLAN - Plan #001 | 4 / 6 | $2,984,060 / $2,671,327 |
| 2021 | Plan NameBIELEFELDT FINANCIAL MGT INC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,429,925 / $2,984,060 | 2021 | BIELEFELDT FINANCIAL MGT INC 401(K) PLAN - Plan #001 | 4 / 4 | $2,429,925 / $2,984,060 |
| 2020 | Plan NameBIELEFELDT FINANCIAL MGT INC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,024,728 / $2,429,925 | 2020 | BIELEFELDT FINANCIAL MGT INC 401(K) PLAN - Plan #001 | 4 / 4 | $2,024,728 / $2,429,925 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:895 Country Club Rd Ste A150 Eugene, OR
|
Gary Richter, P.C.
Registered in Oregon
|
Eugene, OR | View Report |
Address Match:895 Country Club Rd Eugene, OR
Person/City Match:Locke Bielefeldt - Eugene, OR
|
Eugene Metropolitan Rotary Foundation
Registered in Oregon
|
Eugene, OR | View Report |
Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
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
Delaware, United States