| Entity Name: | McCarthy Wealth Management, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Jul 2021 |
| Business ALEI: | 2297024 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 30 Tower Lane, Avon, CT, 06001, United States |
| Mailing address: | 30 Tower Lane Suite 140, Avon, CT, United States, 06001 |
| ZIP code: | 06001 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | tim@timmccarthycpa.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Timothy McCarthy | Officer | 30 Tower Lane Suite 140, 140, Avon, CT, 06001, United States | +1 860-712-6764 | tim@uswealthfarmingtonvalley.com | 8 Crane Pl, Simsbury, CT, 06070-2807, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Timothy McCarthy | Agent | 30 Tower Lane Suite 140, Avon, CT, 06001, United States | 30 Tower Lane Suite 140, Avon, CT, 06001, United States | +1 860-712-6764 | tim@uswealthfarmingtonvalley.com | 8 Crane Pl, Simsbury, CT, 06070-2807, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012363213 | 2024-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0011104106 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0010193914 | 2022-01-27 | No data | Annual Report | Annual Report | 2022 |
| BF-0010078183 | 2021-07-07 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
