| Entity Name: | AUGUST WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 Jul 2019 |
| Business ALEI: | 1316541 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 51 Riverside Avenue, WESTPORT, CT, 06880, United States |
| Mailing address: | 51 Riverside Avenue, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jcardello@augustwealthadvisors.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOSEPH CARDELLO | Agent | 51 Riverside Avenue, WESTPORT, CT, 06880, United States | 51 Riverside Avenue, WESTPORT, CT, 06880, United States | +1 916-461-9451 | jjcardello@gmail.com | 40 COMPO BEACH ROAD, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JOSEPH CARDELLO | Officer | 51 Riverside Avenue, WESTPORT, CT, 06880, United States | +1 916-461-9451 | jjcardello@gmail.com | 40 COMPO BEACH ROAD, WESTPORT, CT, 06880, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CARDELLO FINANCIAL ADVISORY, LLC | AUGUST WEALTH ADVISORS, LLC | 2020-02-14 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012272075 | 2024-01-11 | No data | Annual Report | Annual Report | No data |
| BF-0011479024 | 2023-01-06 | No data | Annual Report | Annual Report | No data |
| BF-0010333325 | 2022-01-13 | No data | Annual Report | Annual Report | 2022 |
| 0007116873 | 2021-02-03 | No data | Annual Report | Annual Report | 2021 |
| 0006934297 | 2020-06-29 | No data | Annual Report | Annual Report | 2020 |
| 0006809379 | 2020-02-14 | 2020-02-14 | Amendment | Amend Name | No data |
| 0006608946 | 2019-07-25 | 2019-07-25 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
