| Entity Name: | O'CONNELL WEALTH MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 01 Dec 2011 (Companies founded in December 2011) |
| Business ALEI: | 1055154 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 32 MAIN STREET, HEBRON, CT, 06248, United States |
| Mailing address: | PO BOX 93, HEBRON, CT, United States, 06248 |
| ZIP code: | 06248 (Companies in Tolland, 06248) |
| County: | Tolland |
| Place of Formation: | CONNECTICUT |
| E-Mail: | briandoct@comcast.net |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| BRIAN D. O'CONNELL | Officer | 32 MAIN STREET #2, P.O. BOX 93, HEBRON, CT, 06248, United States | +1 860-305-5316 | briandoct@comcast.net | 47 BRENNAN ROAD, AMSTON, CT, 06231, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BRIAN D. O'CONNELL | Agent | 32-2 MAIN STREET, HEBRON, CT, 06248, United States | PO BOX 93, HEBRON, CT, 06248, United States | +1 860-305-5316 | briandoct@comcast.net | 47 BRENNAN ROAD, AMSTON, CT, 06231, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012301287 | 2024-02-01 | No data | Annual Report | Annual Report | No data |
| BF-0011429733 | 2023-01-25 | No data | Annual Report | Annual Report | No data |
| BF-0010214187 | 2022-03-02 | No data | Annual Report | Annual Report | 2022 |
| 0007328167 | 2021-05-10 | No data | Annual Report | Annual Report | 2021 |
| 0006806863 | 2020-03-03 | No data | Annual Report | Annual Report | 2020 |
| 0006470752 | 2019-03-16 | No data | Annual Report | Annual Report | 2019 |
| 0006470750 | 2019-03-16 | No data | Annual Report | Annual Report | 2018 |
| 0006098067 | 2018-02-27 | No data | Annual Report | Annual Report | 2017 |
| 0005706935 | 2016-11-29 | No data | Annual Report | Annual Report | 2016 |
| 0005504551 | 2016-03-05 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
