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  5. TOWERMARK WEALTH MANAGEMENT LLC

TOWERMARK WEALTH MANAGEMENT LLC

Company Details

Entity Name: TOWERMARK WEALTH MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 13 Feb 2018
Business ALEI: 1263001
Annual report due: 31 Mar 2025
NAICS code: 561110 - Office Administrative Services
Business address: 55 Nod Rd, Avon, CT, 06001-3836, United States
Mailing address: 55 Nod Rd, Suite 110, Avon, CT, United States, 06001-3836
ZIP code: 06001
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: nicholas.walsh@towermarkwealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOWERMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 824418628 2024-06-26 TOWERMARK WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001
TOWERMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 824418628 2023-09-25 TOWERMARK WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001
TOWERMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 824418628 2022-10-11 TOWERMARK WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001
TOWERPOINT WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 824418628 2021-08-12 TOWERPOINT WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001
TOWERPOINT WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 824418628 2020-07-10 TOWERPOINT WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001
TOWERPOINT WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 824418628 2019-09-05 TOWERPOINT WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-04-20
Business code 523900
Sponsor’s telephone number 8605077668
Plan sponsor’s address 55 NOD ROAD, AVON, CT, 06001

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
P. MICHAEL MARGOLIS Agent 254 PROSPECT AVE, HARTFORD, CT, 06106, United States 254 PROSPECT AVE, HARTFORD, CT, 06106, United States +1 860-507-7676 nicholas.walsh@towermarkwealth.com 22 PALMER DR., WEST HARTFORD, CT, 06107, United States

Officer

Name Role Business address Residence address
NICHOLAS W. WALSH Officer 18 LEDYARD RD, WEST HARTFORD, CT, 06117, United States 75 RUTLAND STREET, APARTMENT 3, BOSTON, MA, 02118, United States

History

Type Old value New value Date of change
Name change TOWERPOINT WEALTH MANAGEMENT, LLC TOWERMARK WEALTH MANAGEMENT LLC 2020-06-10
Name change TROUT BROOK WEALTH MANAGEMENT, LLC TOWERPOINT WEALTH MANAGEMENT, LLC 2018-04-20

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012307171 2024-04-17 No data Annual Report Annual Report No data
BF-0011351821 2023-05-10 No data Annual Report Annual Report No data
BF-0010317591 2022-04-18 No data Annual Report Annual Report 2022
BF-0008937095 2021-06-29 No data Annual Report Annual Report 2019
BF-0009852414 2021-06-29 No data Annual Report Annual Report No data
BF-0008942508 2021-06-29 No data Annual Report Annual Report 2020
0006923138 2020-06-10 2020-06-10 Amendment Amend Name No data
0006167158 2018-04-20 2018-04-20 Amendment Amend Name No data
0006074886 2018-02-13 2018-02-13 Business Formation Certificate of Organization No data

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P. MICHAEL MARGOLIS

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NICHOLAS W. WALSH

JILLY'S JUBILEE, LLC ISLAND PEAK LIMITED

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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