Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Jefferson County
    4. ›
  4. 80127
    5. ›
  5. Cherry Creek Wealth Management, Inc.

Cherry Creek Wealth Management, Inc.

Company Details

Name: Cherry Creek Wealth Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 09 Dec 2013 (11 years ago)
Entity Number: 20131707021
ZIP code: 80127
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 10268 W Centennial Rd Ste 302 Littleton CO 80127 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE OPEN 401K MEP CHERRY CREEK WEALTH MANAGEMENT 2021 464335627 2022-08-25 CHERRY CREEK WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2018-09-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E CHERRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-08-25
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
CHERRY CREEK WEALTH MANAGEMENT 401(K) PLAN 2021 464335627 2022-10-11 CHERRY CREEK WEALTH MANAGEMENT 1
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E. DRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
CHERRY CREEK WEALTH MANAGEMENT 401(K) PLAN 2021 464335627 2022-10-11 CHERRY CREEK WEALTH MANAGEMENT 1
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E. DRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
CHERRY CREEK WEALTH MANAGEMENT 401(K) PLAN 2021 464335627 2022-10-11 CHERRY CREEK WEALTH MANAGEMENT 1
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E. DRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
CHERRY CREEK WEALTH MANAGEMENT 401(K) PLAN 2021 464335627 2022-10-11 CHERRY CREEK WEALTH MANAGEMENT 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E. DRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
CHERRY CREEK WEALTH MANAGEMENT 401(K) PLAN 2021 464335627 2022-10-11 CHERRY CREEK WEALTH MANAGEMENT 1
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E. DRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
THE OPEN 401K MEP CHERRY CREEK WEALTH MANAGEMENT 2020 464335627 2021-07-26 CHERRY CREEK WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2018-09-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E CHERRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
THE OPEN 401K MEP CHERRY CREEK WEALTH MANAGEMENT 2019 464335627 2020-07-15 CHERRY CREEK WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2018-09-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E CHERRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
THE ONEPOINT 401K OPEN MEP 2018 464335627 2019-04-30 CHERRY CREEK WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s DBA name CHERRY CREEK WEALTH MANAGEMENT, INC.
Plan sponsor’s address 10303 E DRY CREEK ROAD, SUITE 400, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 208129844
Plan administrator’s name ONEPOINT HRO
Plan administrator’s address 10303 E. DRY CREEK ROAD, SUITE 400, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037714445

Signature of
Role Plan administrator
Date 2019-04-30
Name of individual signing JOHN SMITH
Valid signature Filed with authorized/valid electronic signature
THE OPEN 401K MEP CHERRY CREEK WEALTH MANAGEMENT 2018 464335627 2019-05-07 CHERRY CREEK WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2018-09-01
Business code 524210
Sponsor’s telephone number 3038676918
Plan sponsor’s address 10303 E CHERRY CREEK ROAD, 4TH FLOOR, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-05-07
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Richard Staves Agent 10268 W Centennial Rd Ste 302 Littleton CO 80127 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241620735 File Report 2024-06-06 2024-06-06 No data Principal address changed, Change in registered agent information
20231584168 File Report 2023-05-30 2023-05-30 No data No data
20221509009 File Report 2022-05-23 2022-05-23 No data No data
20211479027 File Report 2021-05-24 2021-05-24 No data No data
20201464168 File Report 2020-05-26 2020-05-26 No data No data
20191533777 File Report 2019-06-29 2019-06-29 No data Change of Registered Agent
20181416029 File Report 2018-05-23 2018-05-23 No data No data
20171428131 Statement Curing Delinquency 2017-06-05 2017-06-05 Cherry Creek Wealth Management, Inc. No data
20151290827 File Report 2015-04-28 2015-04-28 No data No data
20131707021 Form a Profit Corporation 2013-12-09 2013-12-09 Cherry Creek Wealth Management, Inc. No data

Related by officers

Richard Staves

BeaconPath Financial Services, LLC

Related by address

10268 W Centennial Rd Ste 302 Littleton CO 80127 US

Five Rings Financial, LLC BeMen Foundation, Inc. Social Security Education Center M&M Financial Services, Inc.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 colprof.com, Part of Big Data Integrated