| Entity Name: | LIFE PLAN WEALTH MANAGEMENT GROUP LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 May 2009 |
| Business ALEI: | 0972875 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 24 LOMARTRA LANE, BRANFORD, CT, 06405, United States |
| Mailing address: | 24 LOMARTRA LANE, BRANFORD, CT, United States, 06405 |
| ZIP code: | 06405 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | tcama@lifeplanwmg.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| THOMAS CAMA | Agent | 24 Lomartra Lane, Branford, CT, 06405, United States | 24 Lomartra Lane, Branford, CT, 06405, United States | +1 203-824-2022 | TCAMA@LIFEPLANWMG.COM | 214 ALPS ROAD, #37, BRANFORD, CT, 06405, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| THOMAS J. CAMA | Officer | 24 Lomartra Ln, Branford, CT, 06405-6148, United States | 744 TOWNSEND AVE, NEW HAVEN, CT, 06512, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CAMA FINANCIAL ADVISORS LLC | LIFE PLAN WEALTH MANAGEMENT GROUP LLC | 2012-06-07 |
| Name change | CAMA FINANCIAL ADVISERS LLC | CAMA FINANCIAL ADVISORS LLC | 2010-08-31 |
| Name change | CAMA BENEFITS GROUP, LLC | CAMA FINANCIAL ADVISERS LLC | 2010-04-06 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012281765 | 2024-03-13 | No data | Annual Report | Annual Report | No data |
| BF-0011174795 | 2023-01-31 | No data | Annual Report | Annual Report | No data |
| BF-0010196344 | 2022-02-03 | No data | Annual Report | Annual Report | 2022 |
| 0007319689 | 2021-05-04 | No data | Annual Report | Annual Report | 2021 |
| 0006895439 | 2020-04-30 | No data | Annual Report | Annual Report | 2020 |
| 0006408538 | 2019-02-25 | No data | Annual Report | Annual Report | 2019 |
| 0006054507 | 2018-02-05 | No data | Annual Report | Annual Report | 2018 |
| 0005835178 | 2017-05-05 | No data | Annual Report | Annual Report | 2017 |
| 0005604235 | 2016-07-18 | No data | Annual Report | Annual Report | 2016 |
| 0005371141 | 2015-07-27 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
