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McCarthy Wealth Management, LLC

Company Details

Entity Name: McCarthy Wealth Management, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 07 Jul 2021 (Companies founded in July 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 (Companies in Hartford, 06001)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: tim@timmccarthycpa.com

Officer

Name Role Business address Phone E-Mail 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

Agent

Name Role Business address Mailing address Phone E-Mail 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

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: 04 Nov 2024

Sources: Connecticut's Official State Website