Wealthbridge Advisors Inc.

Registered In: Oregon
Incorporation Date: 12/12/2013
Registration Type: Domestic
Company Type: Domestic Business Corporation
Status: Active
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Steven M Zipper Registered Agent	115 NW FIRST AVE STE 400, PORTLAND, OR 97209
Joshua T Gregory President	5000 MEADOWS RD STE 450, LAKE OSWEGO, OR 97035
Joshua T Gregory Secretary	5000 MEADOWS RD STE 450, LAKE OSWEGO, OR 97035
Joshua T Gregory INDIVIDUAL WITH DIRECT KNOWLEDGE	5000 MEADOWS RD STE 450, LAKE OSWEGO, OR 97035

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5000 MEADOWS RD STE 450, LAKE OSWEGO, OR 97035 (Mailing) View Map

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).

Wealthbridge Advisors	Lake Oswego, OR Lake Oswego, OR
Wealthbridge Advisors, a Financial Advisory Practice of Ameriprise Financial Services	Lake Oswego, OR

Financial Information for Wealthbridge Advisors Inc.

Form 5500

5000 SW Meadows Road, Suite 450, Lake Oswego, Or 97035 (503) 595-2110 EIN:46-4303301 Plan Admin:Joshua Gregory

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEALTHBRIDGE ADVISORS, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$1,580,921 / $2,332,664	2023	WEALTHBRIDGE ADVISORS, INC. 401(K) RETIREMENT PLAN - Plan #001	20 / 19	$1,580,921 / $2,332,664
2022	Plan NameWEALTHBRIDGE ADVISORS, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY15 / 20 Assets BOY/EOY$1,635,459 / $1,580,921	2022	WEALTHBRIDGE ADVISORS, INC. 401(K) RETIREMENT PLAN - Plan #001	15 / 20	$1,635,459 / $1,580,921

Benefit & Retirement Plans based on Form 5500.

Address Match:5000 Meadows Rd Ste 450 Lake Oswego, OR

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Address Match:5000 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

Wealthbridge Advisors Inc.

Company Summary

Financial Information for Wealthbridge Advisors Inc.

WEALTHBRIDGE ADVISORS INC.