| Entity Name: | SOUND TRUST WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 24 Nov 2004 (Companies founded in November 2004) |
| Business ALEI: | 0803311 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States |
| Mailing address: | 33 PEQUOT TRAIL, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 (Companies in Fairfield, 06880) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ceo@soundtrustwealth.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| DEAN E. MOBERG | Agent | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States | +1 203-246-0774 | contact@soundtrustwealth.com | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DEAN MOBERG | Officer | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States | 33 PEQUOT TRAIL, WESTPORT, CT, 06880, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012139012 | 2024-03-01 | No data | Annual Report | Annual Report | No data |
| BF-0011164061 | 2023-08-10 | No data | Annual Report | Annual Report | No data |
| BF-0010345353 | 2022-11-08 | No data | Annual Report | Annual Report | 2022 |
| BF-0009010521 | 2021-07-19 | No data | Annual Report | Annual Report | 2018 |
| BF-0009010522 | 2021-07-19 | No data | Annual Report | Annual Report | 2017 |
| BF-0009010518 | 2021-07-19 | No data | Annual Report | Annual Report | 2019 |
| BF-0009010520 | 2021-07-19 | No data | Annual Report | Annual Report | 2016 |
| BF-0009010519 | 2021-07-19 | No data | Annual Report | Annual Report | 2020 |
| BF-0009918639 | 2021-07-19 | No data | Annual Report | Annual Report | No data |
| 0006953413 | 2020-07-27 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
