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NORTHSTAR WEALTH PARTNERS, LLC

Company Details

Entity Name: NORTHSTAR WEALTH PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 13 Aug 2009 (Companies founded in August 2009)
Business ALEI: 0980275
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 433 SOUTH MAIN STREET SUITE 120, WEST HARTFORD, CT, 06110, United States
Mailing address: 433 SOUTH MAIN STREET SUITE 120, WEST HARTFORD, CT, United States, 06110
ZIP code: 06110 (Companies in Hartford, 06110)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: spedersen@nstarwp.com

Central Index Key

CIK number Mailing Address Business Address Phone
1703100 433 SOUTH MAIN STREET, SUITE 322, WEST HARTFORD, CT, 06110 433 SOUTH MAIN STREET, SUITE 322, WEST HARTFORD, CT, 06110 860-665-7737

Filings since 2020-11-13
Form type 13F-HR
File number 028-18032
Filing date 2020-11-13
Reporting date 2020-09-30
File View File

Filings since 2020-08-14
Form type 13F-HR
File number 028-18032
Filing date 2020-08-14
Reporting date 2020-06-30
File View File

Filings since 2020-05-15
Form type 13F-HR
File number 028-18032
Filing date 2020-05-15
Reporting date 2020-03-31
File View File

Filings since 2020-02-14
Form type 13F-HR/A
File number 028-18032
Filing date 2020-02-14
Reporting date 2019-12-31
File View File

Filings since 2020-02-13
Form type 13F-HR
File number 028-18032
Filing date 2020-02-13
Reporting date 2019-12-31
File View File

Filings since 2019-11-07
Form type 13F-HR
File number 028-18032
Filing date 2019-11-07
Reporting date 2019-09-30
File View File

Filings since 2019-08-15
Form type 13F-HR
File number 028-18032
Filing date 2019-08-15
Reporting date 2019-06-30
File View File

Filings since 2019-05-13
Form type 13F-HR
File number 028-18032
Filing date 2019-05-13
Reporting date 2019-03-31
File View File

Filings since 2019-02-14
Form type 13F-HR
File number 028-18032
Filing date 2019-02-14
Reporting date 2018-12-31
File View File

Filings since 2018-11-14
Form type 13F-HR
File number 028-18032
Filing date 2018-11-14
Reporting date 2018-09-30
File View File

Filings since 2018-08-14
Form type 13F-HR
File number 028-18032
Filing date 2018-08-14
Reporting date 2018-06-30
File View File

Filings since 2018-05-15
Form type 13F-HR/A
File number 028-18032
Filing date 2018-05-15
Reporting date 2018-03-31
File View File

Filings since 2018-05-14
Form type 13F-HR
File number 028-18032
Filing date 2018-05-14
Reporting date 2018-03-31
File View File

Filings since 2018-02-13
Form type 13F-HR
File number 028-18032
Filing date 2018-02-13
Reporting date 2017-12-31
File View File

Filings since 2017-10-27
Form type 13F-HR
File number 028-18032
Filing date 2017-10-27
Reporting date 2017-09-30
File View File

Filings since 2017-08-01
Form type 13F-HR
File number 028-18032
Filing date 2017-08-01
Reporting date 2017-06-30
File View File

Filings since 2017-05-09
Form type 13F-HR
File number 028-18032
Filing date 2017-05-09
Reporting date 2017-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NORTHSTAR WEALTH PARTNERS, LLC 401(K) PLAN 2020 271520512 2021-03-23 NORTHSTAR WEALTH PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608567064
Plan sponsor’s address 1180 BOSTON POST ROAD,, OLD SAYBROOK, CT, 06475

Signature of
Role Plan administrator
Date 2021-03-23
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-23
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS, LLC 401(K) PLAN 2020 271520512 2021-04-21 NORTHSTAR WEALTH PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608567064
Plan sponsor’s address 1180 BOSTON POST ROAD,, OLD SAYBROOK, CT, 06475

Signature of
Role Plan administrator
Date 2021-04-20
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-20
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS, LLC 2019 271520512 2020-07-30 NORTHSTAR WEALTH PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608567064
Plan sponsor’s address 1180 BOSTON POST ROAD,, OLD SAYBROOK, CT, 06475

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing STACY PEDERSEN
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS, LLC 2018 271520512 2019-06-27 NORTHSTAR WEALTH PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608567064
Plan sponsor’s address 1180 BOSTON POST ROAD,, OLD SAYBROOK, CT, 06475

Signature of
Role Plan administrator
Date 2019-06-27
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-27
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS, LLC 2017 271520512 2018-03-16 NORTHSTAR WEALTH PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608567064
Plan sponsor’s address 1180 BOSTON POST ROAD,, OLD SAYBROOK, CT, 06475

Signature of
Role Plan administrator
Date 2018-03-16
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-16
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS 401(K) RETIREMENT PLAN 2016 271520512 2017-06-28 NORTHSTAR WEALTH PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608867737
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 322, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2017-06-28
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS 401(K) RETIREMENT PLAN 2015 271520512 2016-07-22 NORTHSTAR WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608867737
Plan sponsor’s address 29 SOUTH MAIN STREET,, SUITE B-8, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS 401(K) RETIREMENT PLAN 2014 271520512 2015-07-15 NORTHSTAR WEALTH PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608867737
Plan sponsor’s address 29 SOUTH MAIN STREET,, SUITE B-8, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature
NORTHSTAR WEALTH PARTNERS 401(K) RETIREMENT PLAN 2013 271520512 2014-06-30 NORTHSTAR WEALTH PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608867737
Plan sponsor’s address 29 SOUTH MAIN STREET,, SUITE B-8, WEST HARTFORD, CT, 06107
NORTHSTAR WEALTH PARTNERS 401(K) RETIREMENT PLAN 2012 271520512 2013-07-19 NORTHSTAR WEALTH PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 8608867737
Plan sponsor’s address 29 SOUTH MAIN STREET,, SUITE B-8, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2013-07-19
Name of individual signing ROBERT LARAIA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ROBERT A LARAIA Agent 433 SOUTH MAIN STREET, SUITE 120, WEST HARTFORD, CT, 06110, United States 433 SOUTH MAIN STREET, SUITE 120, WEST HARTFORD, CT, 06110, United States +1 860-913-3344 spedersen@nstarwp.com 739 PROSPECT AVE, WEST HARTFORD, CT, 06119, United States

Officer

Name Role Business address Residence address
ROBERT LARAIA Officer 433 SOUTH MAIN STREET, SUITE 322, WEST HARTFORD, CT, 06110, United States 739 PROSPECT AVE, WEST HARTFORD, CT, 06119, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012199998 2024-01-24 No data Annual Report Annual Report No data
BF-0011178392 2023-01-31 No data Annual Report Annual Report No data
BF-0010343829 2022-03-31 No data Annual Report Annual Report 2022
0007101681 2021-02-01 No data Annual Report Annual Report 2021
0006779665 2020-02-25 No data Annual Report Annual Report 2020
0006347219 2019-01-30 No data Annual Report Annual Report 2019
0006063014 2018-02-08 No data Annual Report Annual Report 2018
0005885916 2017-07-11 No data Annual Report Annual Report 2017
0005870281 2017-06-19 No data Change of Business Address Business Address Change No data
0005870275 2017-06-19 No data Change of Agent Address Agent Address Change No data

Related by officers

ROBERT LARAIA

WINTONBURY CONSULTING LLC NORTHSTAR INSURANCE PARTNERS, LLC

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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