| Entity Name: | ALDRICH WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 22 Nov 2017 |
| Business ALEI: | 1256281 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 567 VAUXHALL ST EXT. SUITE 323, WATERFORD, CT, 06385, United States |
| Mailing address: | 567 VAUXHALL ST EXT. SUITE 323, WATERFORD, CT, United States, 06385 |
| ZIP code: | 06385 |
| County: | New London |
| Place of Formation: | CONNECTICUT |
| E-Mail: | chris.aldrich@aldrichwm.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN | 2023 | 823483797 | 2024-05-01 | ALDRICH WEALTH MANAGEMENT LLC | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-01 |
| Name of individual signing | CHRIS ALDRICH |
| 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 | 523900 |
| Sponsor’s telephone number | 8605749601 |
| Plan sponsor’s address | 567 VAUXHALL STREET EXT. STE 323, WATERFORD, CT, 06385 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-08 |
| Name of individual signing | CHRIS ALDRICH |
| 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 | 523900 |
| Sponsor’s telephone number | 8605749601 |
| Plan sponsor’s address | 567 VAUXHALL STREET EXT. STE 323, WATERFORD, CT, 06385 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-27 |
| Name of individual signing | CHRIS ALDRICH |
| 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 | 523900 |
| Sponsor’s telephone number | 8605749601 |
| Plan sponsor’s address | 567 VAUXHALL STREET EXT. STE 121, WATERFORD, CT, 06385 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-28 |
| Name of individual signing | CHRIS ALDRICH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CHRIS ALDRICH | Agent | 567 VAUXHALL ST EXT. SUITE 323, WATERFORD, CT, 06385, United States | 567 VAUXHALL ST EXT. SUITE 323, WATERFORD, CT, 06385, United States | +1 860-574-9601 | chris.aldrich@aldrichwm.com | 370 Round Hill Rd, 370 ROUND HILL ROAD, Greenwich, CT, 06831-3300, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHRIS ALDRICH | Officer | 567 Vauxhall Street Ext Ste 323, Waterford, CT, 06385-4341, United States | +1 860-574-9601 | chris.aldrich@aldrichwm.com | 370 Round Hill Rd, 370 ROUND HILL ROAD, Greenwich, CT, 06831-3300, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | OROBELLO & ALDRICH WEALTH MANAGEMENT LLC | ALDRICH WEALTH MANAGEMENT, LLC | 2017-12-06 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012116975 | 2024-03-29 | No data | Annual Report | Annual Report | No data |
| BF-0011346768 | 2023-03-25 | No data | Annual Report | Annual Report | No data |
| BF-0010198503 | 2022-03-29 | No data | Annual Report | Annual Report | 2022 |
| 0007245407 | 2021-03-19 | No data | Annual Report | Annual Report | 2021 |
| 0006759137 | 2020-02-17 | No data | Annual Report | Annual Report | 2020 |
| 0006326554 | 2019-01-18 | No data | Annual Report | Annual Report | 2018 |
| 0006326559 | 2019-01-18 | No data | Annual Report | Annual Report | 2019 |
| 0005987149 | 2017-12-06 | 2017-12-06 | Amendment | Amend Name | No data |
| 0005973072 | 2017-11-22 | 2017-11-22 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
