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  5. Trailhead Wealth Management, LLC

Trailhead Wealth Management, LLC

Company Details

Name: Trailhead Wealth Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 11 Sep 2012 (12 years ago)
Entity Number: 20121500708
ZIP code: 80027
County: Boulder County
Place of Formation: COLORADO
Principal Address: 801 Main St Ste 300 Louisville CO 80027 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2023 461175998 2024-06-04 TRAILHEAD WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2024-06-04
Name of individual signing GREGORY STRINGARI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-04
Name of individual signing GREGORY STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2022 461175998 2023-06-15 TRAILHEAD WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing GINA SWAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-15
Name of individual signing GINA SWAN
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2021 461175998 2022-06-14 TRAILHEAD WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-14
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2020 461175998 2021-06-15 TRAILHEAD WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing GREGORY M STRINGARI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-15
Name of individual signing GREGORY M STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2019 461175998 2020-07-27 TRAILHEAD WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing GREGORY M STRINGARI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing GREGORY M STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2018 461175998 2019-06-17 TRAILHEAD WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2017 461175998 2018-10-02 TRAILHEAD WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 800271898

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2016 461175998 2017-05-10 TRAILHEAD WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 80027

Signature of
Role Plan administrator
Date 2017-05-10
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2015 461175998 2016-05-31 TRAILHEAD WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 80027

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature
TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST 2014 461175998 2015-05-04 TRAILHEAD WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7206253300
Plan sponsor’s address 801 MAIN STREET, SUITE 300, LOUISVILLE, CO, 80027

Signature of
Role Plan administrator
Date 2015-05-04
Name of individual signing GREG STRINGARI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Bryan J Pieper Agent 7130 Cedarwood Cir Boulder CO 80301 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241939692 File Report 2024-09-04 2024-09-04 No data Principal address changed, Change in registered agent information
20231868676 File Report 2023-08-23 2023-08-23 No data Principal address changed, Change in registered agent information
20228157415 File Report 2022-11-28 2022-11-28 No data Principal address changed, Change in registered agent information
20211791058 File Report 2021-08-26 2021-08-26 No data No data
20211126355 Register a Trademark 2021-02-04 2021-02-04 No data Trademark registered to entity.
20201724362 File Report 2020-08-24 2020-08-24 No data No data
20191682379 File Report 2019-08-26 2019-08-26 No data No data
20181659381 File Report 2018-08-23 2018-08-23 No data No data
20171639790 File Report 2017-08-24 2017-08-24 No data No data
20161562925 File Report 2016-08-23 2016-08-23 No data No data

Related by officers

Bryan J Pieper

P & S Enterprises, LLC

Related by address

801 Main St Ste 300 Louisville CO 80027 US

P & S Enterprises, LLC The Preppy Cowgirl, LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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