| Entity Name: | RAYMOND WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 24 Jul 2015 (Companies founded in July 2015) |
| Business ALEI: | 1181994 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 360 NORTH MAIN ST SUITE 4, SOUTHINGTON, CT, 06489, United States |
| Mailing address: | 360 NORTH MAIN ST SUITE 4, SOUTHINGTON, CT, United States, 06489 |
| ZIP code: | 06489 (Companies in Hartford, 06489) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | paul@raymondwealthmanagement.net |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | 2023 | 474834358 | 2024-09-10 | RAYMOND WEALTH MANAGEMENT LLC | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-09-10 |
| Name of individual signing | PAUL RAYMOND |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 2032719220 |
| Plan sponsor’s address | 360 N MAIN ST, STE 4, SOUTHINGTON, CT, 06489 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-03 |
| Name of individual signing | PAUL RAYMOND |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 2032719220 |
| Plan sponsor’s address | 360 N MAIN ST STE 4, SOUTHINGTON, CT, 06489 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-19 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 2032719220 |
| Plan sponsor’s address | 360 N MAIN ST STE 4, SOUTHINGTON, CT, 06489 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-02 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| PAUL RAYMOND | Agent | 360 NORTH MAIN ST, SUITE 4, SOUTHINGTON, CT, 06489, United States | 360 NORTH MAIN ST, SUITE 4, SOUTHINGTON, CT, 06489, United States | +1 860-620-2114 | paul@raymondwealthmanagement.net | 19 OSPREY RD, SEYMOUR, CT, 06483, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| PAUL RAYMOND | Officer | 360 NORTH MAIN ST, SUITE 4, SOUTHINGTON, CT, 06489, United States | +1 860-620-2114 | paul@raymondwealthmanagement.net | 19 OSPREY RD, SEYMOUR, CT, 06483, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012412948 | 2024-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0011216444 | 2023-05-23 | No data | Annual Report | Annual Report | No data |
| BF-0010341710 | 2022-03-01 | No data | Annual Report | Annual Report | 2022 |
| 0007094116 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006862429 | 2020-03-31 | No data | Annual Report | Annual Report | 2020 |
| 0006358236 | 2019-02-04 | No data | Annual Report | Annual Report | 2019 |
| 0006358225 | 2019-02-04 | No data | Annual Report | Annual Report | 2018 |
| 0006082914 | 2018-02-16 | No data | Annual Report | Annual Report | 2017 |
| 0005606769 | 2016-07-21 | No data | Annual Report | Annual Report | 2016 |
| 0005371648 | 2015-07-24 | 2015-07-24 | Business Formation | Certificate of Organization | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
