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Omnica Wealth LLC

Company Details

Entity Name: Omnica Wealth LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Jan 1999
Business ALEI: 0610335
Annual report due: 31 Mar 2025
NAICS code: 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
Business address: 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States
Mailing address: 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: HENDRELUNAS@CIGPWM.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CIG 401(K) PLAN 2023 061533785 2024-07-28 C.I.G. PRIVATE WEALTH MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8606574445
Plan sponsor’s address 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2024-07-28
Name of individual signing JEFFREY SEGAL
Valid signature Filed with authorized/valid electronic signature
CIG 401(K) PLAN 2022 061533785 2023-05-01 C.I.G. PRIVATE WEALTH MANAGEMENT, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8606574445
Plan sponsor’s address 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2023-05-01
Name of individual signing JEFFREY SEGAL
Valid signature Filed with authorized/valid electronic signature
CIG 401(K) PLAN 2021 061533785 2022-05-20 C.I.G. PRIVATE WEALTH MANAGEMENT, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8606574445
Plan sponsor’s address 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2022-05-20
Name of individual signing JEFFREY SEGAL
Valid signature Filed with authorized/valid electronic signature
CIG 401(K) PLAN 2020 061533785 2021-07-19 C.I.G. PRIVATE WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8606574445
Plan sponsor’s address 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2021-07-19
Name of individual signing JEFFREY SEGAL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JEFFREY A. SEGAL Agent 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States +1 860-918-2266 hendrelunas@cigpwm.com 74 FAIRWAY CROSSING, GLASTONBURY, CT, 06033, United States

Officer

Name Role Business address Residence address
JEFFREY SEGAL Officer 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States JEFFREY SEGAL, 74 FAIRWAY CROSSING, GLASTONBURRY, CT, 06033, United States
Robert Schneider Officer 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States 2389 Main St. STE 100, Glastonbury, CT, 06033, United States
Seth Renaud Officer 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States 15 O'Neill Lane, East Hampton, CT, 06424, United States

History

Type Old value New value Date of change
Name change C.I.G. PRIVATE WEALTH MANAGEMENT, LLC Omnica Wealth LLC 2024-07-15
Name change CONNECTICUT INVESTORS GROUP, LLC C.I.G. PRIVATE WEALTH MANAGEMENT, LLC 2016-01-20

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012676100 2024-06-27 2024-07-15 Name Change Amendment Certificate of Amendment No data
BF-0012267578 2024-02-27 No data Annual Report Annual Report No data
BF-0011156365 2023-01-26 No data Annual Report Annual Report No data
BF-0010255107 2022-03-09 No data Annual Report Annual Report 2022
0007324061 2021-05-04 2021-05-04 Merger Certificate of Merger No data
0007134443 2021-02-08 No data Annual Report Annual Report 2021
0006774796 2020-02-24 No data Annual Report Annual Report 2020
0006417041 2019-02-28 No data Annual Report Annual Report 2019
0006016813 2018-01-19 No data Annual Report Annual Report 2018
0005743277 2017-01-18 No data Annual Report Annual Report 2017

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website