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  5. DIASTOLE WEALTH MANAGEMENT, INC.

DIASTOLE WEALTH MANAGEMENT, INC.

Company Details

Entity Name: DIASTOLE WEALTH MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 25 Sep 1996
Business ALEI: 0544485
Annual report due: 25 Sep 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 58 BOSTON ST, GUILFORD, CT, 06437, United States
Mailing address: 58 BOSTON ST, GUILFORD, CT, United States, 06437
ZIP code: 06437
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 100
E-Mail: meden@dwinvest.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 061463831 2024-05-30 DIASTOLE WEALTH MANAGEMENT INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034585220
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 064372801

Signature of
Role Plan administrator
Date 2024-05-30
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 061463831 2023-05-15 DIASTOLE WEALTH MANAGEMENT INC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034535355
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 064372801

Signature of
Role Plan administrator
Date 2023-05-15
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 061463831 2022-07-11 DIASTOLE WEALTH MANAGEMENT INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034535355
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 064372801

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 061463831 2021-06-01 DIASTOLE WEALTH MANAGEMENT INC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034535355
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 064372801

Signature of
Role Plan administrator
Date 2021-06-01
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 061463831 2020-07-27 DIASTOLE WEALTH MANAGEMENT INC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034535355
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2018 061463831 2019-08-06 DIASTOLE WEALTH MANAGEMENT INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034535355
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2019-08-06
Name of individual signing ELIZABETH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2017 061463831 2018-10-18 DIASTOLE WEALTH MANAGEMENT INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034585220
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2018-10-18
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2016 061463831 2017-06-06 DIASTOLE WEALTH MANAGEMENT INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034585220
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2017-06-06
Name of individual signing MEREDITH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2015 061463831 2016-06-27 DIASTOLE WEALTH MANAGEMENT INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034585220
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2016-06-27
Name of individual signing ELIZABETH EDEN
Valid signature Filed with authorized/valid electronic signature
DIASTOLE WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2014 061463831 2015-06-30 DIASTOLE WEALTH MANAGEMENT INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 812990
Sponsor’s telephone number 2034585220
Plan sponsor’s address 58 BOSTON ST., GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2015-06-30
Name of individual signing ELIZABETH COOK
Valid signature Filed with authorized/valid electronic signature

Director

Name Role Business address Residence address
ETHAN A. EDEN Director 58 BOSTON ST, GUILFORD, CT, 06437, United States 111 Deepwood Drive, GUILFORD, CT, 06437, United States

Officer

Name Role Business address Phone E-Mail Residence address
ELIZABETH E. COOK Officer 58 BOSTON ST, GUILFORD, CT, 06437, United States No data No data 4 Rivers Ridge Rd, Old Saybrook, CT, 06475-1553, United States
ELIZABETH D. EDEN Officer 58 BOSTON ST, GUILFORD, CT, 06437, United States +1 860-304-0879 meden@dwinvest.com 47 RAGGED ROCK RD., OLD SAYBROOK, CT, 06475, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ELIZABETH D. EDEN Agent 47 RAGGED ROCK RD., OLD SAYBROOK, CT, 06475, United States 47 RAGGED ROCK RD., OLD SAYBROOK, CT, 06475, United States +1 860-304-0879 meden@dwinvest.com 47 RAGGED ROCK RD., OLD SAYBROOK, CT, 06475, United States

History

Type Old value New value Date of change
Name change RESERVE INC. DIASTOLE WEALTH MANAGEMENT, INC. 2002-08-19

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012175370 2024-09-10 No data Annual Report Annual Report No data
BF-0011257812 2023-09-06 No data Annual Report Annual Report No data
BF-0010414419 2022-08-31 No data Annual Report Annual Report 2022
BF-0009815099 2021-09-15 No data Annual Report Annual Report No data
0006978139 2020-09-14 No data Annual Report Annual Report 2020
0006951830 2020-07-23 No data Annual Report Annual Report 2019
0006313758 2019-01-09 No data Annual Report Annual Report 2018
0005933333 2017-09-22 No data Annual Report Annual Report 2017
0005646844 2016-09-07 No data Annual Report Annual Report 2016
0005396609 2015-09-16 No data Annual Report Annual Report 2015

Related by officers

ELIZABETH E. COOK

BOSTON STREET REAL ESTATE PARTNERS, LLC EMERSON AND COOK BOOK COMPANY, LLC

ELIZABETH D. EDEN

EMERSON AND COOK BOOK COMPANY, LLC

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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