Wellstone Wealth Management, LLC
Oregon
Registered In
12/19/1997
Incorp. Date
Company Summary
Wellstone Wealth Management, LLC at 5800 SW Meadows Rd STE 210, Lake Oswego, Or 97035 lists Greg S Allen of Lake Oswego, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Greg S Allen
Registered Agent
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5800 SW MEADOWS RD STE 210, LAKE OSWEGO, OR 97035
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Greg S Allen
Manager
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5800 MEADOWS RD STE 210, LAKE OSWEGO, OR 97035
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5800 SW MEADOWS RD STE 210, LAKE OSWEGO, OR 97035
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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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Associates in Planning, Llc.
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Lake Oswego, OR | ||
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The Wellstone Group
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Lake Oswego, OR Lake Oswego, OR |
Financial Information for Wellstone Wealth Management, LLC
Form 5500
WELLSTONE WEALTH MANAGEMENT, LLC
5800 SW Meadows Rd STE 210, Lake Oswego, Or 97035 (503) 594-1210 EIN:93-1236770 Plan Admin:Gregory Allen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$321,100 / $408,166 | 2023 | WELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $321,100 / $408,166 |
| 2022 | Plan NameWELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$313,728 / $321,100 | 2022 | WELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $313,728 / $321,100 |
| 2021 | Plan NameWELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$248,652 / $313,728 | 2021 | WELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN - Plan #001 | 2 / 3 | $248,652 / $313,728 |
| 2020 | Plan NameWELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$350,829 / $248,652 | 2020 | WELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $350,829 / $248,652 |
| 2019 | Plan NameWELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$253,403 / $350,829 | 2019 | WELLSTONE WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $253,403 / $350,829 |
Benefit & Retirement Plans based on Form 5500.
Address Match:5800 Sw Meadows Rd Lake Oswego, 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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