MJC Wealth Management LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | MJC Wealth Management LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 12 Jul 2002 |
| Business ALEI: | 0720389 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 2505 MAIN ST., STRATFORD, CT, 06615, United States |
| Mailing address: | 2505 MAIN ST., 206, STRATFORD, CT, United States, 06615 |
| ZIP code: | 06615 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | info@mjcwealthmanagement.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 542082769 | 2024-07-03 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022 | 542082769 | 2023-07-18 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2021 | 542082769 | 2022-08-18 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL J. CHAFFEE | Agent | 2505 MAIN ST., STRATFORD, CT, 06615, United States | 2505 Main Street, 206, Stratford, CT, 06615, United States | +1 203-521-2607 | mjchaffee@mjcwealthmanagement.com | 46 Ironwood Rd, Trumbull, CT, 06611-4022, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MICHAEL J. CHAFFEE | Officer | 2505 MAIN ST. #206, STRATFORD, CT, 06615, United States | +1 203-521-2607 | mjchaffee@mjcwealthmanagement.com | 46 Ironwood Rd, Trumbull, CT, 06611-4022, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | M.J. CHAFFEE & ASSOCIATES, LLC | MJC Wealth Management LLC | 2022-03-03 |
| Name change | MJC FINANCIAL PLANNING, LLC | M.J. CHAFFEE & ASSOCIATES, LLC | 2003-05-07 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012954237 | 2025-04-02 | - | Annual Report | Annual Report | - |
| BF-0012085170 | 2024-02-26 | - | Annual Report | Annual Report | - |
| BF-0011271148 | 2023-01-03 | - | Annual Report | Annual Report | - |
| BF-0010520192 | 2022-03-25 | 2022-03-25 | Change of Email Address | Business Email Address Change | - |
| BF-0010314037 | 2022-02-25 | - | Annual Report | Annual Report | 2022 |
| BF-0010482122 | 2022-02-21 | 2022-03-03 | Name Change Amendment | Certificate of Amendment | - |
| BF-0008653917 | 2021-11-15 | - | Annual Report | Annual Report | 2020 |
| BF-0009854126 | 2021-11-15 | - | Annual Report | Annual Report | - |
| 0006488185 | 2019-03-25 | - | Annual Report | Annual Report | 2019 |
| 0006046026 | 2018-01-30 | - | Annual Report | Annual Report | 2018 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3286647802 | 2020-05-26 | 0156 | PPP | 2505 MAIN ST, STRATFORD, CT, 06615 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information