Pezzi Wealth Management
San Marcos, California
Business summary
Pezzi Wealth Management is a California limited liability company (LLC) located in San Marcos, CA. It was registered with the California Secretary of State on October 15, 2025 (entity number B20250342136). It reports its type of business as Clients give partial custody of money that is invested for them through.
Its principal business address is 525 Debra Pl, SAN MARCOS, CA 92078. The registered agent is Pezzi, Jake. The company is member-managed. Its managers and members include Pezzi, Jake (Manager).
California LLCs must file a Statement of Information every two years. Pezzi Wealth Management's most recent Statement of Information (BA20252320262) was filed on December 1, 2025. Its next Statement of Information is due during the filing window ending October 2027.
Frequently asked questions
Is Pezzi Wealth Management active?
Pezzi Wealth Management's current status, based on the data provided by the California Secretary of State on September 14, 2026, is active.
When was Pezzi Wealth Management registered?
Pezzi Wealth Management was registered with the California Secretary of State on October 15, 2025.
Who is the registered agent for Pezzi Wealth Management?
The registered agent is Pezzi, Jake.
Where is Pezzi Wealth Management located?
Pezzi Wealth Management's principal business address is 525 Debra Pl, SAN MARCOS, CA 92078.
Is Pezzi Wealth Management in good standing?
Based on the data provided by the California Secretary of State on September 14, 2026, Pezzi Wealth Management is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.
When is Pezzi Wealth Management's next Statement of Information due?
Pezzi Wealth Management's most recent Statement of Information (BA20252320262) was filed on December 1, 2025. Its next Statement of Information is due during the filing window ending October 2027.
What does Pezzi Wealth Management do?
Pezzi Wealth Management reports its type of business to the California Secretary of State as Clients give partial custody of money that is invested for them through.
Who runs Pezzi Wealth Management?
Pezzi Wealth Management's managers and members include Pezzi, Jake (Manager).
Is Pezzi Wealth Management a legitimate business?
Pezzi Wealth Management is a registered business entity on file with the California Secretary of State (entity number B20250342136). Based on the data provided by the California Secretary of State on September 14, 2026, its status is active and it is in good standing with the Secretary of State.
Registration details
| Business name | Pezzi Wealth Management |
|---|---|
| Legal name | Pezzi Wealth Management LLC |
| Business type | Limited Liability Company |
| LLC management | Member-Managed |
| Filing type | Domestic |
| Jurisdiction | California |
| Formation State | CA |
| Formation date | 2025-10-15 |
| Document Number | B20250342136 |
| Last SI filing date | 2025-12-01 |
| Last SI filing number | BA20252320262 |
| Status | Active |
| Type of Business | Clients give partial custody of money that is invested for them through |
Standing
| Secretary of State | Good Standing |
|---|---|
| Franchise Tax Board | Good Standing |
| Agent | Good Standing |
| Victims of Corporate Fraud Fund | Good Standing |
Contact Information
525 Debra Pl, SAN MARCOS, CA 92078
Principals
Pezzi, Jake
Roles
- Manager
Addresses
- 525 Debra Pl, SAN MARCOS, CA 92078
Registered agent
Pezzi, Jake
Roles
- Individual Agent
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