| Entity Name: | SOUND WEALTH ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 Dec 2020 |
| Business ALEI: | 1370340 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 82 BRADLEY ROAD, MADISON, CT, 06443, United States |
| Mailing address: | 82 BRADLEY ROAD, MADISON, CT, United States, 06443 |
| ZIP code: | 06443 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | rob@soundwealthadv.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| WILLIAM WOODS | Agent | 724 BOSTON POST ROAD, MADISON, CT, 06443, United States | 724 BOSTON POST ROAD, MADISON, CT, 06443, United States | +1 203-823-5852 | bill@wmwoodscpa.com | 724 BOSTON POST RD., MADISON, CT, 06443, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ROBERT VAN OSTENBRIDGE | Officer | 82 BRADLEY ROAD, MADISON, CT, 06443, United States | 162 MUNGERTOWN ROAD, MADISON, CT, 06443, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012405770 | 2024-01-08 | No data | Annual Report | Annual Report | No data |
| BF-0011504120 | 2023-01-10 | No data | Annual Report | Annual Report | No data |
| BF-0010246323 | 2022-02-09 | No data | Annual Report | Annual Report | 2022 |
| 0007329913 | 2021-05-11 | No data | Annual Report | Annual Report | 2021 |
| 0007041666 | 2020-12-21 | 2020-12-21 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
