| Entity Name: | GOLD FAMILY WEALTH, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 01 Sep 2017 (Companies founded in September 2017) |
| Business ALEI: | 1248944 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 55 Post Rd W, Westport, CT, 06880, United States |
| Mailing address: | 55 Post Rd W, 218, Westport, CT, United States, 06880 |
| ZIP code: | 06880 (Companies in Fairfield, 06880) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | mgold@goldfamilywealth.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | GOLD FAMILY WEALTH, LLC | 5199258 | NEW YORK |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLD FAMILY WEALTH, LLC RETIREMENT TRUST | 2023 | 822718462 | 2024-07-08 | GOLD FAMILY WEALTH, LLC | 6 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-08 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-07-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 6468842533 |
| Plan sponsor’s address | 55 POST ROAD WEST, 218, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-18 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL R. GOLD | Agent | 55 Post Rd W, Westport, CT, 06880, United States | 55 Post Rd W, Westport, CT, 06880, United States | +1 203-451-7406 | mgold@goldfamilywealth.com | 10 Willard Rd, 438, Norwalk, CT, 06851-4414, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MICHAEL R. GOLD | Officer | 55 Post Rd W, 218, Westport, CT, 06880, United States | +1 203-451-7406 | mgold@goldfamilywealth.com | 10 Willard Rd, 438, Norwalk, CT, 06851-4414, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012109056 | 2024-04-22 | No data | Annual Report | Annual Report | No data |
| BF-0011334332 | 2023-06-22 | No data | Annual Report | Annual Report | No data |
| BF-0010394232 | 2023-06-22 | No data | Annual Report | Annual Report | 2022 |
| BF-0009772684 | 2021-06-30 | No data | Annual Report | Annual Report | No data |
| 0006898126 | 2020-05-05 | 2020-05-05 | Change of Business Address | Business Address Change | No data |
| 0006793807 | 2020-02-27 | No data | Annual Report | Annual Report | 2019 |
| 0006793812 | 2020-02-27 | No data | Annual Report | Annual Report | 2020 |
| 0006043474 | 2018-01-30 | No data | Annual Report | Annual Report | 2018 |
| 0005920472 | 2017-09-01 | 2017-09-01 | Business Formation | Certificate of Organization | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
