Wealthstreet Investment Advisors, LLC
Texas
Registered In
02/22/2017
Incorp. Date
Company Summary
Wealthstreet Investment Advisors, LLC at 1445 Ross Ave STE 5600, Dallas, Tx 75202 lists Joseph Ray and Michael Beck of Dallas, TX as associates.
- Registered In
- Texas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- In Existence
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Michael Beck
Registered Agent
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5055 LAKEHILL CT, DALLAS, TX 75220
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Joseph Ray
Director
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Michael Beck
Director
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Michael Kane
Director
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Gerald Ray
Director
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Lynette Heil
CFO/CHIEF COM
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Gerald Ray
MANAGING DIRECTOR
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Michael Kane
MANAGING DIRECTOR
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Michael Beck
MANAGING DIRECTOR
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Joseph Ray
PRES/MNG DIRECTOR
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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1445 ROSS AVE STE 5600, DALLAS, TX 75202
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Financial Information for Wealthstreet Investment Advisors, LLC
Form 5500
WEALTHSTREET INVESTMENT ADVISORS, LLC
1445 Ross Avenue Suite 5600, Dallas, Tx 75202 (214) 954-1907 EIN:82-0652055 Plan Admin:Lynette Heil| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameWEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 0 Assets BOY/EOY$1,556,789 / $0 | 2022 | WEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 0 | $1,556,789 / $0 |
| 2021 | Plan NameWEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$4,096,588 / $1,556,789 | 2021 | WEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 9 | $4,096,588 / $1,556,789 |
| 2020 | Plan NameWEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,359,272 / $4,096,588 | 2020 | WEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $3,359,272 / $4,096,588 |
| 2019 | Plan NameWEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,450,842 / $3,359,272 | 2019 | WEALTHSTREET INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $2,450,842 / $3,359,272 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTHSTREET INVESTMENT ADVISORS LLC
1445 ROSS AVE suite 5600, DALLAS, TX 75202-2711| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$119,700 Forgiven$120,503 LenderBank OZK Jobs10 | 04/28/2020 | $119,700 | $120,503 | Bank OZK | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:1445 Ross Ave Ste 5600 Dallas, TX
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Gerald L. Ray & Associates I, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Gerald L. Ray & Associates, LTD.
Registered in Texas
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Dallas, TX | View Report | |
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Raviator II, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Raviator, Inc.
Registered in Texas
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Dallas, TX | View Report | |
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Weisberg & Fields, Inc.
Registered in Texas
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Dallas, TX | View Report |
Address Match:1445 Ross Ave Dallas, TX
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American Health Plans, LLC
Registered in Kansas
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Dallas, TX Topeka, KS | View Report | |
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Conifer Revenue Cycle Solutions, Inc.
Registered in California
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Dallas, TX New York, NY (1 more) | View Report | |
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Coaleum Corporation
Registered in Ohio
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Columbus, OH Dallas, TX | View Report | |
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Bbh Pbmc, LLC
Registered in Alabama
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Dallas, TX Montgomery, AL | View Report | |
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Hoover Land, LLC
Registered in Alabama
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Dallas, TX Montgomery, AL | View Report | |
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National Imaging Center Holdings, Inc.
Registered in Alabama
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Dallas, TX Montgomery, AL | View Report | |
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Aqn Holdings, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Lvl Holdings, L.L.C.
Registered in Texas
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Dallas, TX | View Report | |
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Preferred Diagnostics, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Hypnic Diagnostics, L.L.C.
Registered in Texas
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Dallas, TX | View Report | |
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Pride Holdco, LLC
Registered in Texas
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Dallas, TX Frisco, TX | View Report | |
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Vboa Asc Partners, L.L.C.
Registered in Texas
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Dallas, TX | View Report | |
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Hialeah Ambulatory Care Center, Inc.
Registered in Florida
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Dallas, TX Plantation, FL | View Report | |
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Sunrise Medical Group Vi, L.L.C.
Registered in Florida
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Dallas, TX Plantation, FL | View Report | |
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Tenet Healthcare-Florida, Inc.
Registered in Florida
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Dallas, TX | View Report | |
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The Heart and Vascular Clinic, L.L.C.
Registered in Florida
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Dallas, TX | View Report | |
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Pros Temporary Staffing, Inc.
Registered in North Dakota
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Bismarck, ND Dallas, TX | View Report | |
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Santa Ana Hospital Medical Center, Inc.
Registered in California
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Dallas, TX New York, NY (1 more) | View Report | |
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Los Gatos Multi-Specialty Group, Inc.
Registered in California
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Dallas, TX | View Report | |
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Conifer Revenue Cycle Solutions, Inc.
Registered in Alabama
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Dallas, TX Montgomery, AL | View Report |
Person/City Match:Michael Beck - Dallas, TX
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Beck Family Restaurant II, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Beck Family Restaurants, LLC
Registered in Texas
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Dallas, TX | View Report | |
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M. Beck Enterprises, LTD.
Registered in Texas
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Dallas, TX | View Report | |
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Precision Analytics Corporation
Registered in Texas
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Arlington, TX Dallas, TX | View Report | |
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Theodore Barry & Associates
Registered in Texas
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Arlington, VA Dallas, TX | View Report | |
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Essensuals Legacy Salon, LLC
Registered in Texas
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Carrollton, TX Plano, TX | View Report | |
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Lsi Industries, Inc.
Registered in Texas
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Cincinnati, OH | View Report | |
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Esa 6026, Inc.
Registered in Texas
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Fort Lauderdale, FL | View Report | |
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Esa 6030, Inc.
Registered in Texas
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Fort Lauderdale, FL | View Report | |
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Esa 6036, Inc.
Registered in Texas
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Fort Lauderdale, FL | View Report |
Person/City Match:Joseph Ray - Dallas, TX
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Gerald L. Ray & Associates, Inc.
Registered in Texas
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Dallas, TX | View Report | |
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Ntk-Cavaness, LLC
Registered in Texas
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Mckinney, TX | View Report | |
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Batt Brothers LLC
Registered in Texas
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Dallas, TX | View Report | |
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Chonsky Car Care LLC
Registered in Texas
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Benbrook, TX Fort Worth, TX | View Report | |
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Cousins Home Health Care LLC
Registered in Texas
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Arlington, TX | View Report | |
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D & R Solutions, LLC
Registered in Texas
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Arlington, TX | View Report | |
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Joseph Ray Solutions LLC
Registered in Texas
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Arlington, TX Dallas, TX | View Report | |
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N Front of Science Incorporated
Registered in Texas
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Dallas, TX | View Report | |
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T&B Consulting, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Cuong Nhu Oriental Martial Arts Association of Dallas, Inc.
Registered in Texas
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Dallas, TX | View Report |
Person/City Match:Michael Kane - Dallas, TX
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Meridian Brick LLC
Registered in Florida
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Johnson City, TN Alpharetta, GA (1 more) | View Report | |
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Ally Financial Inc.
Registered in Texas
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Detroit, MI | View Report | |
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Calvary Investments, Lp
Registered in Texas
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Boerne, TX | View Report | |
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Rennsport Asset Management, LLC
Registered in Texas
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Boerne, TX Dallas, TX | View Report | |
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Bramasole Properties, LLC
Registered in Texas
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Boerne, TX Dallas, TX | View Report | |
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Polarity Oem LLC
Registered in Texas
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Boerne, TX Dallas, TX | View Report | |
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Polarity, Inc.
Registered in Texas
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Boerne, TX | View Report | |
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Romeo Energy, LLC
Registered in Texas
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Dallas, TX | View Report |
Person/City Match:Gerald Ray - Dallas, TX
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Lrst, LLC
Registered in Arizona
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Dallas, TX | View Report | |
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Star Glass LLC
Registered in Arizona
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Dallas, TX Scottsdale, AZ | View Report | |
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Mason Rich Company, Inc.
Registered in Texas
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Dallas, TX | View Report | |
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Lrst LLC
Registered in Texas
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Dallas, TX | View Report | |
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Star Glass, LLC
Registered in Texas
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Dallas, TX | View Report | |
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Callblu, LLC
Registered in Texas
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Dallas, TX Paradise Valley, AZ | View Report | |
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Rff Enterprises, Inc.
Registered in Texas
|
Dallas, TX | View Report |
The following government agencies have contributed data:
Texas Comptroller of Public Accounts U.S. Department of Labor U.S. Small Business Administration
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