| Entity Name: | CONNECTICUT WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Jun 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 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | mtedone@ctwealthmgmt.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | CONNECTICUT WEALTH MANAGEMENT, LLC | M20000002028 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1689829 | 281 FARMINGTON AVENUE, FARMINGTON, CT, 06032 | 281 FARMINGTON AVENUE, FARMINGTON, CT, 06032 | 860-470-0290 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-01
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2024-05-01 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-06
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2024-02-06 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-19
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2023-10-19 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-25
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2023-07-25 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-18
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2023-04-18 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-17
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2023-01-17 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-02
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2022-11-02 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-12
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2022-07-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-18
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2022-04-18 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-24
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2022-01-24 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-02
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2021-11-02 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-29
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2021-07-29 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-12
| Form type | 13F-HR/A |
| File number | 028-17557 |
| Filing date | 2021-05-12 |
| Reporting date | 2021-03-31 |
| File | View File |
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 |
| File | View File |
Filings since 2020-10-13
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2020-10-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-14
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2020-07-14 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-20
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2020-04-20 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-29
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2020-01-29 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-24
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2019-10-24 |
| Reporting date | 2019-09-30 |
| File | View File |
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 |
| File | View File |
Filings since 2019-01-28
| Form type | 13F-HR |
| File number | 028-17557 |
| Filing date | 2019-01-28 |
| Reporting date | 2018-12-31 |
| File | View File |
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 |
| File | View File |
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 |
| File | View File |
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 |
| 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 | |||||||||||||
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 272807213 | 2024-05-21 | CONNECTICUT WEALTH MANAGEMENT, LLC | 61 | |||||||||||||
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022 | 272807213 | 2023-06-14 | CONNECTICUT WEALTH MANAGEMENT, LLC | 51 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 2022 | 272807213 | 2023-06-14 | CONNECTICUT WEALTH MANAGEMENT, LLC | 32 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 2021 | 272807213 | 2022-10-13 | CONNECTICUT WEALTH MANAGEMENT, LLC | 27 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2021 | 272807213 | 2022-10-13 | CONNECTICUT WEALTH MANAGEMENT, LLC | 41 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2020 | 272807213 | 2021-03-31 | CONNECTICUT WEALTH MANAGEMENT, LLC | 29 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2019 | 272807213 | 2020-04-13 | CONNECTICUT WEALTH MANAGEMENT, LLC | 18 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2018 | 272807213 | 2019-04-17 | CONNECTICUT WEALTH MANAGEMENT, LLC | 18 | |||||||||||||
|
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| CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 2017 | 272807213 | 2018-03-22 | CONNECTICUT WEALTH MANAGEMENT, LLC | 17 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | 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 |
| 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 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: 25 Nov 2024
Sources: Connecticut's Official State Website
