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Barghelame Wealth Advisors, Inc.

Company Details

Name: Barghelame Wealth Advisors, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 23 Jan 2013 (12 years ago)
Entity Number: 20131047723
ZIP code: 80222
County: Denver County
Place of Formation: COLORADO
Principal Address: 1355 S Colorado Blvd Ste 406 Denver CO 80222 US
Mailing Address: 1410 S Elizabeth St Denver CO 80210 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARGHELAME WEALTH ADVISORS, INC. RETIREMENT TRUST 2023 461846620 2024-07-26 BARGHELAME WEALTH ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541600
Sponsor’s telephone number 7205832596
Plan sponsor’s address 1355 S COLORADO BLVD STE 406, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BARGHELAME WEALTH ADVISORS, INC. RETIREMENT TRUST 2022 461846620 2023-07-12 BARGHELAME WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541600
Sponsor’s telephone number 7205832596
Plan sponsor’s address 1355 S COLORADO BLVD STE 406, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2023-07-12
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BARGHELAME WEALTH ADVISORS, INC. RETIREMENT TRUST 2021 461846620 2022-07-14 BARGHELAME WEALTH ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541600
Sponsor’s telephone number 7205832596
Plan sponsor’s address 1355 S COLORADO BLVD STE 406, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
BARGHELAME WEALTH ADVISORS, INC. RETIREMENT TRUST 2020 461846620 2021-07-13 BARGHELAME WEALTH ADVISORS, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541600
Sponsor’s telephone number 7205832596
Plan sponsor’s address 1355 S COLORADO BLVD STE 406, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2021-07-13
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Ali Barghelame Agent 1355 S Colorado Blvd Ste 406 Denver CO 80222 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241340134 File Report 2024-03-25 2024-03-25 No data Principal address changed, Change in registered agent information
20231005939 File Report 2023-01-02 2023-01-02 No data No data
20221135913 File Report 2022-02-04 2022-02-04 No data Removed agent mailing address; / Change of Registered Agent Address / Change of Entity Address
20211254076 File Report 2021-03-16 2021-03-16 No data No data
20201266320 File Report 2020-03-24 2020-03-24 No data No data
20191235183 File Report 2019-03-19 2019-03-19 No data No data
20181232202 File Report 2018-03-22 2018-03-22 No data Change of Registered Agent Address / Change of Entity Address
20171086959 File Report 2017-01-31 2017-01-31 No data No data
20161004648 File Report 2016-01-04 2016-01-04 No data No data
20151156685 File Report 2015-03-02 2015-03-02 No data No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State