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Mountain Crest Wealth Management, LLC

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Company Details

Name: Mountain Crest Wealth Management, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 11 Feb 2021 (4 years ago)
Financial Date End: 28 Feb 2026
Entity Number: 4172212
Place of Formation: IDAHO
File Number: 747256
ZIP code: 83402
County: Bonneville County
Principal Address: BRETT FLOYD SUITE 200 900 PIER VIEW DRIVE IDAHO FALLS, ID 83402
Mailing Address: BRETT FLOYD STE 170 1135 PIER VIEW DR IDAHO FALLS, ID 83402-5268

Agent

Name Role Address
Brett J. Floyd Agent 1591 N 750 E, SHELLEY, ID 83274

Manager

Name Role Address Appointed On Resigned On
SUN TERRA CONSULTING, LLC Manager 1135 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 2024-03-11 2024-03-11
HIGH COUNTRY CONSULTING, LLC Manager 1135 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 2022-01-10 No data

Form 5500 Series

Employer Identification Number (EIN):
862434211
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0006047652 2025-01-03
Annual Report 0005643831 2024-03-11
Annual Report 0005121753 2023-02-21
Annual Report 0004560252 2022-01-10
Statement of Change of Business Mailing Address 0004242278 2021-04-08

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Date of last update: 15 Jun 2025

Sources: Idaho Secretary of State