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CHAMBERS BAY WEALTH MANAGEMENT LLC

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Company Details

Legal Name: CHAMBERS BAY WEALTH MANAGEMENT LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: October 15th 2021
Expiration date: 31 Oct 2025
UBI Number: 604 823 017
ZIP code: 98467
City: University Place
County: PIERCE
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 5350 ORCHARD ST W STE 200, UNIVERSITY PL, WA, 98467-4817, UNITED STATES

Contact Details

E-Mail: GNELSON@SHELGRENFINANCIAL.COM
Phone Number: +1 253-376-1559

Nature of Business

Any Lawful Purpose, FINANCIAL ADVISOR FOR INDIVIDUAL AND BUSINESS CLIENTS. WE PROVIDE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES.

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Registered Agent Information

Name Role
REGISTERED AGENTS INC Registered Agent

Key Officers & Management

Name Role Address
GREGORY NELSON Executor 5350 ORCHARD STREET WEST, SUITE 200, UNIVERSITY PLACE, WA, 98467, UNITED STATES
GREGORY NELSON Governing Person -

Form 5500 Series

Employer Identification Number (EIN):
873141944
Plan Year:
2024
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
QIAN LIU(Plan administrator)
Plan Year:
2023
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
QIAN LIU(Plan administrator)
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