| Entity Name: | STONE LAKE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 28 Mar 2016 (Companies founded in March 2016) |
| Business ALEI: | 1202526 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1 LAKE DR, RIVERSIDE, CT, 06878, United States |
| Mailing address: | 1 LAKE DR, RIVERSIDE, CT, United States, 06878 |
| ZIP code: | 06878 (Companies in Fairfield, 06878) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | sumitkumar@stonelakewealth.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| SUMIT KUMAR | Agent | 1 LAKE DR, RIVERSIDE, CT, 06878, United States | 1 LAKE DR, RIVERSIDE, CT, 06878, United States | +1 203-340-0251 | sumitkumar@stonelakewealth.com | 1 LAKE DR, RIVERSIDE, CT, 06878, United States |
| Name | Role | Phone | Residence address | |
|---|---|---|---|---|
| SUMIT KUMAR | Officer | +1 203-340-0251 | sumitkumar@stonelakewealth.com | 1 LAKE DR, RIVERSIDE, CT, 06878, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012261917 | 2024-01-28 | No data | Annual Report | Annual Report | No data |
| BF-0011445784 | 2023-01-22 | No data | Annual Report | Annual Report | No data |
| BF-0010353301 | 2022-02-20 | No data | Annual Report | Annual Report | 2022 |
| 0007093645 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006993671 | 2020-09-30 | 2020-09-30 | Interim Notice | Interim Notice | No data |
| 0006709927 | 2020-01-03 | No data | Annual Report | Annual Report | 2020 |
| 0006309510 | 2019-01-07 | No data | Annual Report | Annual Report | 2019 |
| 0006111231 | 2018-03-07 | No data | Annual Report | Annual Report | 2018 |
| 0006111222 | 2018-03-07 | No data | Annual Report | Annual Report | 2017 |
| 0005532709 | 2016-04-11 | No data | Interim Notice | Interim Notice | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
