Financial Planning & Wealth ManagementPortfolio ManagementActiveVerified

Pole Star Wealth

RASHMI UPADHYA, Registered Agent

The LLC name 'Pole star portfolio management' closely mirrors this business, focusing on portfolio management.

Filed March 12, 2026 · Saratoga, CA · Santa Clara County

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Source

California Secretary of State (bizfile Online) · Entity B20260123315 · Retrieved May 14, 2026

Search the registry for B20260123315 ›JSON record ›

About Pole Star Wealth

Pole star portfolio management llc, a California LLC filed on March 12, 2026, is based in Saratoga and managed by RASHMI UPADHYA, who also serves as the registered agent. Its domain was registered 3,104 days before filing, on September 11, 2017, through GoDaddy, and the website is modern. First seen 63 days after filing. No annual report or EIN on file yet. We estimate revenue between $100K and $1M and 1 to 5 employees, with a brick-and-mortar footprint.

  • Domain registered 3,104 days before the California filing, showing early online activity.
  • Owner RASHMI UPADHYA filed personally as the registered agent.
  • First seen by DayOneLead 63 days after filing.
  • No annual report or EIN on file yet.
  • We estimate $100K-$1M revenue and 1-5 employees.

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 24, 2026.

One of 8 new businesses registered in Saratoga in March 2026, and the only financial planning & wealth management business registered there that month.

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Filing Details

Entity NamePole star portfolio management llc
Entity TypeLLC
Entity NumberB20260123315
Filing DateMarch 12, 2026
Principal AddressLocked
City / State / ZipSaratoga, CA 95070
CountySanta Clara
TimezonePacific (PT)
EIN on FileNo
Registered AgentRASHMI UPADHYA
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 3104 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 14, 2026 (63 days after filing)

Verified Business Profile

SubcategoryPortfolio 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 Pole Star Wealth registered?

Pole Star Wealth was registered as LLC on March 12, 2026 in California.

Where is Pole Star Wealth located?

Pole Star Wealth is based in Saratoga, CA, 95070, in Santa Clara County.

What type of business is Pole Star Wealth?

Pole Star Wealth is classified as a financial planning & wealth management business (portfolio management).

Does Pole Star Wealth have an EIN on file?

No EIN was found on file for Pole Star Wealth at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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