Financial planning and wealth managementWealth managementActiveVerified

Plan B Wealth Strategies

Terance Thomas, Registered Agent

taxable strategies. The site includes contact information (phone and email) and presents as a small financial advisory firm.

Filed March 26, 2026 · Los Angeles, CA · Los Angeles County

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Source

California Secretary of State (bizfile Online) · Entity B20250438308 · Retrieved May 14, 2026

Search the registry for B20250438308 ›JSON record ›

About Plan B Wealth Strategies

Plan B Wealth Strategies LLC filed in California on March 26, 2026, with a principal address in Los Angeles. Owner Terance Thomas filed personally as the registered agent. The domain was registered at GoDaddy on December 12, 2024, 469 days before filing, and the site is built with Divi. We estimate revenue between $100K and $1M and 1 to 5 employees. No annual report or EIN on file yet.

  • Domain registered 469 days before filing, indicating early planning.
  • Owner filed personally as registered agent.
  • Website built with Divi, a WordPress theme.
  • We estimate revenue $100K-$1M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 771 new businesses registered in Los Angeles in March 2026, and the only financial planning and wealth management business registered there that month.

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Filing Details

Entity NamePlan B Wealth Strategies LLC
Entity TypeLLC
Entity NumberB20250438308
Filing DateMarch 26, 2026
Principal AddressLocked
City / State / ZipLos Angeles, CA 90034
CountyLos Angeles
TimezonePacific (PT)
EIN on FileNo
Registered AgentTerance Thomas
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 469 days before filing · registrar GoDaddy
Website BuildModern · Divi
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintOnline only (estimate)
First Recorded by DayOneLeadMay 14, 2026 (49 days after filing)

Verified Business Profile

SubcategoryWealth management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Plan B Wealth Strategies registered?

Plan B Wealth Strategies was registered as LLC on March 26, 2026 in California.

Where is Plan B Wealth Strategies located?

Plan B Wealth Strategies is based in Los Angeles, CA, 90034, in Los Angeles County.

What type of business is Plan B Wealth Strategies?

Plan B Wealth Strategies is classified as a financial planning and wealth management business (wealth management).

Does Plan B Wealth Strategies have an EIN on file?

No EIN was found on file for Plan B Wealth Strategies at the time of registration.

Who Sells to This Business

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