Bend Wealth Advisors, LLC

Oregon
Registered In
10/16/2020
Incorp. Date

Company Summary

Bend Wealth Advisors, LLC at 2474 NW Wyeth Pl, Bend, Or 97703 lists Stuart Malakoff of Bend, OR as the associate.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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Stuart Malakoff Registered Agent
2474 NW WYETH PL, BEND, OR 97703
Stuart Malakoff Member
2474 NW WYETH PL, BEND, OR 97703
Stuart Malakoff INDIVIDUAL WITH DIRECT KNOWLEDGE
2474 NW WYETH PL, BEND, OR 97703
2474 NW WYETH PL, BEND, OR 97703 View Map
PO BOX 5757, BEND, OR 97708 (Mailing) View Map

Financial Information for Bend Wealth Advisors, LLC

Form 5500

BEND WEALTH ADVISORS, LLC

523 NW Colorado Ave, Suite 100, Bend, Or 97701 (541) 306-4325 EIN:85-3490977 Plan Admin:Stuart Malakoff
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBEND WEALTH ADVISORS, LLC 401(K) PSP Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$323,064 / $360,190 2022 BEND WEALTH ADVISORS, LLC 401(K) PSP - Plan #001 2 / 3 $323,064 / $360,190
2021 Plan NameBEND WEALTH ADVISORS, LLC 401(K) PSP Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $323,064 2021 BEND WEALTH ADVISORS, LLC 401(K) PSP - Plan #001 0 / 2 $0 / $323,064
Benefit & Retirement Plans based on Form 5500.
Address Match:2474 Nw Wyeth Pl Bend, OR
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor
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