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2M WEALTH MANAGEMENT LLC

Company Details

Entity Name: 2M WEALTH MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 05 Mar 2020 (Companies founded in March 2020)
Business ALEI: 1338591
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 288 E Main St, Branford, CT, 06405-3152, United States
Mailing address: 2500 N Military Trl, 316, Boca Raton, FL, United States, 33431-6344
ZIP code: 06405 (Companies in New Haven, 06405)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: jordan@alphazerowealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
2M WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 845033176 2023-05-16 2M WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2023-05-16
Name of individual signing JORDAN GRABOWSKI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Teja Shariff Agent 288 E Main St, Branford, CT, 06405-3152, United States 288 E Main St, Branford, CT, 06405-3152, United States +1 203-240-1888 teja@tejacpa.com 288 East Main Street, Branford, CT, 06405, United States

Officer

Name Role Business address Residence address
ERIC MECHLER Officer 288 East Main Street, Branford, CT, 06405, United States 789 W YAMATO RD, 128, Boca Raton, FL, 33431, United States
JORDAN M. GRABOWSKI Officer 288 E Main St, Branford, CT, 06405-3152, United States 7176 ESTERO DRIVE, LAKE WORTH, FL, 33463, United States
John A. Rymes Officer 288 E Main St, Branford, CT, 06405-3152, United States 87 Airport Rd, 6, Concord, NH, 03301-7326, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012052045 2024-02-29 No data Annual Report Annual Report No data
BF-0011500749 2023-01-20 No data Annual Report Annual Report No data
BF-0010373984 2022-02-01 No data Annual Report Annual Report 2022
0007282387 2021-04-05 2021-04-05 Interim Notice Interim Notice No data
0007116018 2021-02-03 No data Annual Report Annual Report 2021
0006941433 2020-07-06 2020-07-06 Interim Notice Interim Notice No data
0006820925 2020-03-05 2020-03-05 Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website