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WEALTHSHAPE, LLC

Company Details

Entity Name: WEALTHSHAPE, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 18 Mar 2015 (Companies founded in March 2015)
Business ALEI: 1170396
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 360 BLOOMFIELD AVE SUITE 301, WINDSOR, CT, 06095, United States
Mailing address: 360 BLOOMFIELD AVE SUITE 301, WINDSOR, CT, United States, 06095
ZIP code: 06095 (Companies in Hartford, 06095)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: tbaker@wealthshape.com

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
TIMOTHY BAKER Agent 360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, 06095, United States 360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, 06095, United States +1 203-808-2122 tbaker@wealthshape.com 16 ASH LANE, PROSPECT, CT, 06712, United States

Officer

Name Role Business address Phone E-Mail Residence address
TIMOTHY BAKER Officer 360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, 06095, United States +1 203-808-2122 tbaker@wealthshape.com 16 ASH LANE, PROSPECT, CT, 06712, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012422109 2024-01-11 No data Annual Report Annual Report No data
BF-0011200169 2023-01-08 No data Annual Report Annual Report No data
BF-0010390509 2022-01-13 No data Annual Report Annual Report 2022
0007059571 2021-01-08 No data Annual Report Annual Report 2021
0006717533 2020-01-09 No data Annual Report Annual Report 2020
0006323930 2019-01-17 No data Annual Report Annual Report 2019
0006259144 2018-10-15 2018-10-15 Change of Agent Address Agent Address Change No data
0006259147 2018-10-15 2018-10-15 Change of Business Address Business Address Change No data
0006076204 2018-02-13 No data Annual Report Annual Report 2018
0005782984 2017-03-06 No data Annual Report Annual Report 2017

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website