| Entity Name: | KMA WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 06 Feb 2004 |
| Business ALEI: | 0773580 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 21 CHELSEA CIRCLE, TOLLAND, CT, 06084, United States |
| Mailing address: | P.O. BOX 195, TOLLAND, CT, United States, 06084 |
| ZIP code: | 06084 |
| County: | Tolland |
| Place of Formation: | CONNECTICUT |
| E-Mail: | gwilliams@kmawealth.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| STEPHEN F. SUTTON | Agent | 21 Chelsea Circle, tolland, CT, 06084, United States | 21 CHELSEA CIRCLE P. O. BOX 195, TOLLAND, CT, 06084, United States | +1 860-604-9320 | gwilliams@kmawealth.com | 14 CHELSEA CIRCLE, TOLLAND, CT, 06084, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| GREGORY M. WILLIAMS | Officer | 21 CHELSEA CIRCLE, P. O. BOX 195, TOLLAND, CT, 06084, United States | 21 CHELSEA CIRCLE, TOLLAND, CT, 06084, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CORNERSTONE FINANCIAL SERVICES, LLC | KMA WEALTH MANAGEMENT, LLC | 2004-03-02 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012318689 | 2024-01-29 | No data | Annual Report | Annual Report | No data |
| BF-0011278255 | 2024-01-29 | No data | Annual Report | Annual Report | No data |
| BF-0010221555 | 2022-03-23 | No data | Annual Report | Annual Report | 2022 |
| 0007158951 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006860391 | 2020-03-31 | No data | Annual Report | Annual Report | 2020 |
| 0006498328 | 2019-03-27 | No data | Annual Report | Annual Report | 2019 |
| 0006026460 | 2018-01-23 | No data | Annual Report | Annual Report | 2018 |
| 0005761746 | 2017-02-04 | No data | Annual Report | Annual Report | 2017 |
| 0005470927 | 2016-01-25 | No data | Annual Report | Annual Report | 2016 |
| 0005258053 | 2015-01-16 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
