| Entity Name: | OLIVER ASSET ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 19 Jun 2014 (Companies founded in June 2014) |
| Business ALEI: | 1146796 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 123 ELM STREET SUITE 900, OLD SAYBROOK, CT, 06475, United States |
| Mailing address: | 123 ELM STREET SUITE 900, OLD SAYBROOK, CT, United States, 06475 |
| ZIP code: | 06475 (Companies in Middlesex, 06475) |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jamieoliver322@gmail.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JAMES W. OLIVER III | Officer | 123 Elm Street, 900, OLD SAYBROOK, CT, 06475, United States | +1 860-214-9259 | JAMIEOLIVER322@GMAIL.COM | 9 CROMWELL COURT, OLD SAYBROOK, CT, 06475, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JAMES W. OLIVER III | Agent | 123 ELM STREET, SUITE 900, OLD SAYBROOK, CT, 06475, United States | 123 ELM STREET, SUITE 900, OLD SAYBROOK, CT, 06475, United States | +1 860-214-9259 | JAMIEOLIVER322@GMAIL.COM | 9 CROMWELL COURT, OLD SAYBROOK, CT, 06475, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | OLIVER WEALTH MANAGEMENT, LLC | OLIVER ASSET ADVISORS, LLC | 2020-06-05 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012231442 | 2024-03-20 | No data | Annual Report | Annual Report | No data |
| BF-0011319762 | 2023-04-04 | No data | Annual Report | Annual Report | No data |
| BF-0010411890 | 2022-03-28 | No data | Annual Report | Annual Report | 2022 |
| 0007331166 | 2021-05-11 | No data | Annual Report | Annual Report | 2021 |
| 0006921894 | 2020-06-05 | 2020-06-05 | Amendment | Amend Name | No data |
| 0006839415 | 2020-03-18 | No data | Annual Report | Annual Report | 2020 |
| 0006517474 | 2019-04-02 | No data | Annual Report | Annual Report | 2018 |
| 0006517478 | 2019-04-02 | No data | Annual Report | Annual Report | 2019 |
| 0005865375 | 2017-06-12 | No data | Annual Report | Annual Report | 2017 |
| 0005600910 | 2016-07-13 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
