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  5. BROOK WEALTH MANAGEMENT, LLC

BROOK WEALTH MANAGEMENT, LLC

Company Details

Entity Name: BROOK WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 22 Feb 1999
Business ALEI: 0614575
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 1090 ELM ST. SUITE 102, ROCKY HILL, CT, 06067, United States
Mailing address: 1090 ELM ST. SUITE 102, ROCKY HILL, CT, United States, 06067
ZIP code: 06067
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: dlepage@meritfa.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2022 061540435 2023-07-27 BROOK WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2023-07-27
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2021 061540435 2022-07-08 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2020 061540435 2021-07-02 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2021-07-02
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2019 061540435 2020-07-01 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2018 061540435 2019-07-01 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2019-07-01
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2017 061540435 2018-07-13 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2018-07-13
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2016 061540435 2017-07-18 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2017-07-18
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2015 061540435 2016-07-06 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2016-07-06
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2014 061540435 2015-07-24 BROOK WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM STREET STE 102, ROCKY HILL, CT, 06067

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature
BROOK WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 061540435 2014-06-05 BROOK WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523110
Sponsor’s telephone number 8602578688
Plan sponsor’s address 1090 ELM ST STE 102, ROCKY HILL, CT, 060671849

Signature of
Role Plan administrator
Date 2014-06-05
Name of individual signing DAVID ENES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ANDREW C. GLASSMAN Agent 90 State House Sq, Hartford, CT, 06103, United States 90 State House Sq, Hartford, CT, 06103, United States +1 860-541-3316 aglassman@pullman.com 40 PINNACLE MOUNTAIN ROAD, SIMSBURY, CT, 06070, United States

Officer

Name Role Business address Residence address
DARYL J. LEPAGE Officer 1090 ELM ST. SUITE 102, ROCKY HILL, CT, 06067, United States 25 VILLAGE RD., SIMSBURY, CT, 06070, United States

History

Type Old value New value Date of change
Name change BEGIN, LEPAGE & CO. LLC BROOK WEALTH MANAGEMENT, LLC 2007-08-30

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012342283 2024-02-05 No data Annual Report Annual Report No data
BF-0011156059 2023-01-18 No data Annual Report Annual Report No data
BF-0010323175 2022-03-23 No data Annual Report Annual Report 2022
0007129844 2021-02-05 No data Annual Report Annual Report 2021
0006752413 2020-02-11 No data Annual Report Annual Report 2020
0006372622 2019-02-08 No data Annual Report Annual Report 2019
0006039502 2018-01-29 No data Annual Report Annual Report 2018
0005754838 2017-01-30 No data Annual Report Annual Report 2017
0005474193 2016-01-27 No data Annual Report Annual Report 2016
0005474130 2016-01-27 No data Annual Report Annual Report 2015

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ANDREW C. GLASSMAN

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Related by address

No related companies by address

Date of last update: 27 Jan 2025

Sources: Connecticut's Official State Website

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