| Entity Name: | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 01 Jul 1996 |
| Business ALEI: | 0538993 |
| Annual report due: | 01 Jul 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 655 Winding Brook Dr, Glastonbury, CT, 06033-4337, United States |
| Mailing address: | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, United States, 06033-4337 |
| ZIP code: | 06033 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | katherine.kelly@wcwmi.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1566968 | 655 WINDING BROOK DRIVE, SUITE 2023, GLASTONBURY, CT, 06033-4335 | 655 WINDING BROOK DRIVE, SUITE 2023, GLASTONBURY, CT, 06033-4335 | 860-430-9766 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2024-10-21 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-09
| Form type | N-PX |
| File number | 028-15115 |
| Filing date | 2024-08-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-25
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2024-07-25 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-30
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2024-04-30 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-18
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2024-01-18 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-30
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2023-10-30 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-18
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2023-07-18 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-02
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2023-05-02 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-25
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2023-01-25 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-01
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2022-11-01 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-22
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2022-07-22 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-27
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2022-04-27 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-28
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2022-01-28 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-22
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2021-10-22 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-02
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2021-08-02 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-23
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2021-04-23 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-27
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2021-01-27 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-05
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2020-11-05 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-24
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2020-07-24 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-16
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2020-04-16 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-07
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2020-02-07 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-30
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2019-10-30 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-31
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2019-07-31 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-19
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2019-04-19 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-31
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2019-01-31 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-19
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2018-10-19 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-16
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2018-07-16 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-01
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2018-05-01 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-02
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2018-02-02 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-20
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2017-10-20 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-25
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2017-07-25 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-14
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2017-04-14 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-02
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2017-02-02 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-14
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2016-10-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-08
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2016-08-08 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-04
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2016-05-04 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-03
| Form type | 13F-HR/A |
| File number | 028-15115 |
| Filing date | 2016-02-03 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-01-29
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2016-01-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-27
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2015-10-27 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-24
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2015-07-24 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-04
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2015-05-04 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-03
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2015-02-03 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-17
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2014-10-17 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-15
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2014-07-15 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-11
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2014-04-11 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-21
| Form type | 13F-HR/A |
| File number | 028-15115 |
| Filing date | 2014-01-21 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-01-21
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2014-01-21 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-22
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2013-10-22 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-22
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2013-07-22 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-22
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2013-04-22 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-01
| Form type | 13F-HR |
| File number | 028-15115 |
| Filing date | 2013-02-01 |
| Reporting date | 2012-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WCWMI 401(K) PLAN | 2023 | 061458774 | 2024-04-17 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 8 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-04-17 |
| Name of individual signing | KATHERINE Z KELLY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-12 |
| Name of individual signing | KATHERINE Z KELLY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-11 |
| Name of individual signing | KATHERINE Z KELLY |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2022-02-02 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2021-02-19 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2020-02-12 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2019-01-28 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2018-04-06 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2017-02-06 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 1998-10-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8604309766 |
| Plan sponsor’s address | 300 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2016-02-04 |
| Name of individual signing | ALAN D. WOOSTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| KAHAN KERENSKY CAPOSSELA, LLP | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Katherine Z. Kelly | Officer | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, 06033-4337, United States | 277 Wiese Albert Rd, Higganum, CT, 06441-4040, United States |
| Nolan Hughes | Officer | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, 06033-4337, United States | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, 06033-4337, United States |
| Lynn R. Corthell | Officer | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, 06033-4337, United States | No data |
| Matthew W. Corthell | Officer | 655 Winding Brook Dr, Unit 2030, Glastonbury, CT, 06033-4337, United States | 56 Brooks Rd, Bethany, CT, 06524-3628, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | APEX INVESTMENT SERVICES, INC. | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 2015-01-20 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012292310 | 2024-06-03 | No data | Annual Report | Annual Report | No data |
| BF-0012651782 | 2024-05-30 | 2024-05-30 | Change of Business Address | Business Address Change | No data |
| BF-0012651792 | 2024-05-30 | 2024-05-30 | Interim Notice | Interim Notice | No data |
| BF-0011257971 | 2023-06-01 | No data | Annual Report | Annual Report | No data |
| BF-0011047664 | 2022-10-26 | 2022-10-26 | Interim Notice | Interim Notice | No data |
| BF-0010256257 | 2022-06-03 | No data | Annual Report | Annual Report | 2022 |
| BF-0010430292 | 2022-01-28 | 2022-01-28 | Interim Notice | Interim Notice | No data |
| BF-0009759874 | 2021-07-01 | No data | Annual Report | Annual Report | No data |
| 0006932591 | 2020-06-26 | No data | Annual Report | Annual Report | 2020 |
| 0006577028 | 2019-06-14 | No data | Annual Report | Annual Report | 2019 |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
