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Leopold Wealth Strategies LLC

Company Details

Name: Leopold Wealth Strategies LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 08 Feb 2015 (10 years ago)
Entity Number: 20151095142
ZIP code: 80602
County: Adams County
Place of Formation: COLORADO
Principal Address: 8184 E 131st Ct Thornton CO 80602 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEOPOLD WEALTH STRATEGIES 401K PLAN 2018 472941739 2019-11-10 LEOPOLD WEALTH STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3039561021
Plan sponsor’s address 8184 E 131ST CT, THORNTON, CO, 80602

Signature of

Role Plan administrator
Date 2019-11-10
Name of individual signing GEOFFREY LEOPOLD
Valid signature Filed with authorized/valid electronic signature
LEOPOLD WEALTH STRATEGIES 401K PLAN 2018 472941739 2019-06-15 LEOPOLD WEALTH STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3039561021
Plan sponsor’s address 8184 E 131ST CT, THORNTON, CO, 80602

Signature of

Role Plan administrator
Date 2019-06-15
Name of individual signing GEOFFREY LEOPOLD
Valid signature Filed with authorized/valid electronic signature
LEOPOLD WEALTH STRATEGIES 401K PLAN 2017 472941739 2018-07-25 LEOPOLD WEALTH STRATEGIES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3039561021
Plan sponsor’s address 8184 E 131ST CT, THORNTON, CO, 80602

Signature of

Role Plan administrator
Date 2018-07-25
Name of individual signing GEOFFREY LEOPOLD
Valid signature Filed with authorized/valid electronic signature
LEOPOLD WEALTH STRATEGIES 401K PLAN 2016 472941739 2017-10-13 LEOPOLD WEALTH STRATEGIES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3039561021
Plan sponsor’s address 8184 E 131ST CT, THORNTON, CO, 80602

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing GEOFFREY LEOPOLD
Valid signature Filed with authorized/valid electronic signature
LEOPOLD WEALTH STRATEGIES 401K PLAN 2015 472941739 2016-10-13 LEOPOLD WEALTH STRATEGIES 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3039561021
Plan sponsor’s address 4410 ARAPAHOE AVE STE 210, BOULDER, CO, 80303

Signature of

Role Plan administrator
Date 2016-10-13
Name of individual signing GEOFFREY LEOPOLD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Geoffrey Matthew Leopold Agent 8184 E 131st Ct Thornton CO 80602 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241082686 File Report 2024-01-23 2024-01-23 No data Principal address changed, Change in registered agent information
20231101385 File Report 2023-01-24 2023-01-24 No data Principal address changed, Change in registered agent information
20221086686 File Report 2022-01-24 2022-01-24 No data No data
20211062610 File Report 2021-01-23 2021-01-23 No data No data
20201068596 File Report 2020-01-24 2020-01-24 No data No data
20191083460 File Report 2019-01-28 2019-01-28 No data No data
20181344116 File Report 2018-04-25 2018-04-25 No data No data
20171049511 File Report 2017-01-23 2017-01-23 No data No data
20161301072 File Report 2016-04-27 2016-04-27 No data Change of Registered Agent Address / Change of Entity Address
20151095142 Form a Limited Liability Company (LLC) 2015-02-08 2015-02-08 Leopold Wealth Strategies LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State