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CONNECTICUT WEALTH MANAGEMENT, LLC

Company Details

Entity Name: CONNECTICUT WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 07 Jun 2010 (Companies founded in June 2010)
Business ALEI: 1007039
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States
Mailing address: 281 FARMINGTON AVE, FARMINGTON, CT, United States, 06032
ZIP code: 06032 (Companies in Hartford, 06032)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: mtedone@ctwealthmgmt.com

Central Index Key

CIK number Mailing Address Business Address Phone
1689829 281 FARMINGTON AVENUE, FARMINGTON, CT, 06032 281 FARMINGTON AVENUE, FARMINGTON, CT, 06032 860-470-0290

Filings since 2024-08-13

Form type 13F-HR
File number 028-17557
Filing date 2024-08-13
Reporting date 2024-06-30
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Filings since 2024-05-01

Form type 13F-HR
File number 028-17557
Filing date 2024-05-01
Reporting date 2024-03-31
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Filings since 2024-02-06

Form type 13F-HR
File number 028-17557
Filing date 2024-02-06
Reporting date 2023-12-31
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Filings since 2023-10-19

Form type 13F-HR
File number 028-17557
Filing date 2023-10-19
Reporting date 2023-09-30
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Filings since 2023-07-25

Form type 13F-HR
File number 028-17557
Filing date 2023-07-25
Reporting date 2023-06-30
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Filings since 2023-04-18

Form type 13F-HR
File number 028-17557
Filing date 2023-04-18
Reporting date 2023-03-31
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Filings since 2023-01-17

Form type 13F-HR
File number 028-17557
Filing date 2023-01-17
Reporting date 2022-12-31
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Filings since 2022-11-02

Form type 13F-HR
File number 028-17557
Filing date 2022-11-02
Reporting date 2022-09-30
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Filings since 2022-07-12

Form type 13F-HR
File number 028-17557
Filing date 2022-07-12
Reporting date 2022-06-30
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Filings since 2022-04-18

Form type 13F-HR
File number 028-17557
Filing date 2022-04-18
Reporting date 2022-03-31
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Filings since 2022-01-24

Form type 13F-HR
File number 028-17557
Filing date 2022-01-24
Reporting date 2021-12-31
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Filings since 2021-11-02

Form type 13F-HR
File number 028-17557
Filing date 2021-11-02
Reporting date 2021-09-30
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Filings since 2021-07-29

Form type 13F-HR
File number 028-17557
Filing date 2021-07-29
Reporting date 2021-06-30
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Filings since 2021-05-12

Form type 13F-HR/A
File number 028-17557
Filing date 2021-05-12
Reporting date 2021-03-31
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Filings since 2021-04-29

Form type 13F-HR
File number 028-17557
Filing date 2021-04-29
Reporting date 2021-03-31
File View File

Filings since 2021-01-29

Form type 13F-HR
File number 028-17557
Filing date 2021-01-29
Reporting date 2020-12-31
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Filings since 2020-10-13

Form type 13F-HR
File number 028-17557
Filing date 2020-10-13
Reporting date 2020-09-30
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Filings since 2020-07-14

Form type 13F-HR
File number 028-17557
Filing date 2020-07-14
Reporting date 2020-06-30
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Filings since 2020-04-20

Form type 13F-HR
File number 028-17557
Filing date 2020-04-20
Reporting date 2020-03-31
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Filings since 2020-01-29

Form type 13F-HR
File number 028-17557
Filing date 2020-01-29
Reporting date 2019-12-31
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Filings since 2019-10-24

Form type 13F-HR
File number 028-17557
Filing date 2019-10-24
Reporting date 2019-09-30
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Filings since 2019-07-29

Form type 13F-HR
File number 028-17557
Filing date 2019-07-29
Reporting date 2019-06-30
File View File

Filings since 2019-04-23

Form type 13F-HR
File number 028-17557
Filing date 2019-04-23
Reporting date 2019-03-31
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Filings since 2019-01-28

Form type 13F-HR
File number 028-17557
Filing date 2019-01-28
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-17557
Filing date 2018-11-14
Reporting date 2018-09-30
File View File

Filings since 2018-08-07

Form type 13F-HR/A
File number 028-17557
Filing date 2018-08-07
Reporting date 2018-06-30
File View File

Filings since 2018-08-07

Form type 13F-HR
File number 028-17557
Filing date 2018-08-07
Reporting date 2018-06-30
File View File

Filings since 2018-05-08

Form type 13F-HR
File number 028-17557
Filing date 2018-05-08
Reporting date 2018-03-31
File View File

Filings since 2018-02-14

Form type 13F-HR
File number 028-17557
Filing date 2018-02-14
Reporting date 2017-12-31
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Filings since 2017-11-08

Form type 13F-HR
File number 028-17557
Filing date 2017-11-08
Reporting date 2017-09-30
File View File

Filings since 2017-08-01

Form type 13F-HR
File number 028-17557
Filing date 2017-08-01
Reporting date 2017-06-30
File View File

Filings since 2017-05-04

Form type 13F-HR
File number 028-17557
Filing date 2017-05-04
Reporting date 2017-03-31
File View File

Filings since 2017-02-07

Form type 13F-HR
File number 028-17557
Filing date 2017-02-07
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-17557
Filing date 2016-11-14
Reporting date 2016-09-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2023 272807213 2024-05-21 CONNECTICUT WEALTH MANAGEMENT, LLC 47
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 272807213 2024-05-21 CONNECTICUT WEALTH MANAGEMENT, LLC 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 272807213 2023-06-14 CONNECTICUT WEALTH MANAGEMENT, LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2022 272807213 2023-06-14 CONNECTICUT WEALTH MANAGEMENT, LLC 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN 2021 272807213 2022-10-13 CONNECTICUT WEALTH MANAGEMENT, LLC 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 272807213 2022-10-13 CONNECTICUT WEALTH MANAGEMENT, LLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 272807213 2021-03-31 CONNECTICUT WEALTH MANAGEMENT, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 272807213 2020-04-13 CONNECTICUT WEALTH MANAGEMENT, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 272807213 2019-04-17 CONNECTICUT WEALTH MANAGEMENT, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 272807213 2018-03-22 CONNECTICUT WEALTH MANAGEMENT, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 8604700290
Plan sponsor’s address 281 FARMINGTON AVE., FARMINGTON, CT, 06032

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
KEVIN CHRISTOPHER LEAHY Agent 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States +1 860-581-0443 mtedone@ctwealthmgmt.com 171R HARVEY ROAD, DURHAM, CT, 06422, United States

Officer

Name Role Business address Residence address
ANTONIO DISORBO Officer 281 FARMINGTON AVE., FARMINGTON, CT, 06032, United States 77 JOHNNYCAKE MOUNTAIN ROAD, BURLINGTON, CT, 06013, United States
MICHAEL A. TEDONE Officer 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States 33 WINDMILL HILL, WETHERSFIELD, CT, 06109, United States
JARRETT F SOLOMON Officer 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States 5 DRURY LANE, WEST HARTFORD, CT, 06117, United States
KEVIN LEAHY Officer 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States 171R HARVEY ROAD, DURHAM, CT, 06422, United States
DENIS HORRIGAN Officer 281 FARMINGTON AVE, FARMINGTON, CT, 06032, United States 23 LAWTON DRIVE, SIMSBURY, CT, 06716, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012156185 2024-02-29 No data Annual Report Annual Report No data
BF-0011181913 2023-02-27 No data Annual Report Annual Report No data
BF-0010225124 2022-04-14 No data Annual Report Annual Report 2022
0007125589 2021-02-04 No data Annual Report Annual Report 2021
0006753993 2020-02-12 No data Annual Report Annual Report 2020
0006330838 2019-01-22 No data Annual Report Annual Report 2019
0006009647 2018-01-16 No data Annual Report Annual Report 2018
0005909814 2017-08-15 No data Annual Report Annual Report 2017
0005909807 2017-08-15 No data Annual Report Annual Report 2016
0005909812 2017-08-15 2017-08-15 Change of Agent Address Agent Address Change No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website