| Entity Name: | MARCUM WEALTH, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 28 Sep 2007 (Companies founded in September 2007) |
| Business ALEI: | 0914079 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 80 SOUTH MAIN STREET, WEST HARTFORD, CT, 06107, United States |
| Mailing address: | 80 SOUTH MAIN STREET, WEST HARTFORD, CT, United States, 06107 |
| ZIP code: | 06107 (Companies in Hartford, 06107) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | LEEANN.SCHULTZ@MARCUMWEALTH.COM |
| Name | Role |
|---|---|
| MARCUM LLP | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| THOMAS FILOMENO | Officer | 80 SOUTH MAIN STREET, WEST HARTFORD, CT, 06107, United States | 31 BONNY VIEW ROAD, WEST HARTFORD, CT, 06107, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | MARCUM WEALTH MANAGEMENT, LLC | MARCUM WEALTH, LLC | 2021-04-19 |
| Name change | FILOMENO WEALTH MANAGEMENT, LLC | MARCUS WEALTH MANAGEMENT, LLC | 2018-06-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012286052 | 2024-02-14 | No data | Annual Report | Annual Report | No data |
| BF-0011419763 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0010348715 | 2022-04-06 | No data | Annual Report | Annual Report | 2022 |
| 0007311012 | 2021-04-19 | 2021-04-19 | Amendment | Amend Name | No data |
| 0007247567 | 2021-03-22 | No data | Annual Report | Annual Report | 2021 |
| 0006843840 | 2020-03-18 | No data | Annual Report | Annual Report | 2020 |
| 0006414876 | 2019-02-27 | No data | Annual Report | Annual Report | 2019 |
| 0006193695 | 2018-06-01 | 2018-06-01 | Interim Notice | Interim Notice | No data |
| 0006193697 | 2018-06-01 | 2018-06-01 | Amendment | Amend Name | No data |
| 0006079973 | 2018-02-15 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
