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  5. Unified Wealth Management, LLC

Unified Wealth Management, LLC

Company Details

Entity Name: Unified Wealth Management, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 13 Jun 2022
Business ALEI: 2580953
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 180 Post Road East, Westport, CT, 06880, United States
Mailing address: 180 Post Road East, Suite 200, Westport, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: richard.boehm@unifiedwealth.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN 2023 352242918 2024-07-16 UNIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880
UNIFIED FINANCIAL SERVICES, LLC 401K PLAN 2023 352242918 2024-07-16 UNIFIED WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880
UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN 2022 352242918 2023-08-24 UNIFIED WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880
UNIFIED FINANCIAL SERVICES, LLC 401K PLAN 2022 352242918 2023-08-23 UNIFIED WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880
UNIFIED FINANCIAL SERVICES, LLC 401K PLAN 2021 352242918 2022-06-28 UNIFIED WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880
UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN 2021 352242918 2022-06-28 UNIFIED WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2034426752
Plan sponsor’s address 180 POST ROAD E, SUITE 200, WESTPORT, CT, 06880

Officer

Name Role Business address Phone E-Mail Residence address
Richard Boehm Officer 180 Post Road East, Suite 200, Westport, CT, 06880, United States +1 480-620-5776 richard.boehm@unifiedwealth.net 22 Pumpkin Hill Road, Westport, CT, 06880, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Richard Boehm Agent 180 Post Road East, Suite 200, Westport, CT, 06880, United States 180 Post Road East, Suite 200, Westport, CT, 06880, United States +1 480-620-5776 richard.boehm@unifiedwealth.net 22 Pumpkin Hill Road, Westport, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012323152 2024-03-26 No data Annual Report Annual Report No data
BF-0011520680 2023-03-28 No data Annual Report Annual Report No data
BF-0010638018 2022-06-13 No data Business Formation Certificate of Organization No data

Related by officers

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Related by address

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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