| Entity Name: | CLEARVIEW WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Mar 2003 |
| Business ALEI: | 0741085 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | GATEHOUSE WEST-SUITE 32B 2614 BOSTON POST ROAD, GUILFORD, CT, 06437, United States |
| Mailing address: | GATEHOUSE WEST-SUITE 32B 2614 BOSTON POST ROAD, GUILFORD, CT, United States, 06437 |
| ZIP code: | 06437 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ken@clearviewwealth.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| KENNETH CARONE | Officer | GATEHOUSE WEST-SUITE 32B, 2614 BOSTON POST ROAD, GUILFORD, CT, 06437, United States | +1 203-526-9989 | ken@clearviewwealth.com | 27 Heatherwood Dr, Madison, CT, 06443, United States |
| BRETT DOLAN | Officer | SUITE 32B, 2614 BOSTON POST ROAD, GUILFORD, CT, 06437, United States | No data | No data | 67 HAMMONASSETT MEADOWS ROAD, MADISON, CT, 06443, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| KENNETH CARONE | Agent | 2614 Boston Post Rd, Suite 32B, Guilford, CT, 06437, United States | 2614 BOSTON POST RD, Suite 32B, GUILFORD, CT, 06437, United States | +1 203-526-9989 | ken@clearviewwealth.com | 27 Heatherwood Dr, Madison, CT, 06443, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CLEARVIEW INVESTMENT ADVISORS, LLC | CLEARVIEW WEALTH MANAGEMENT, LLC | 2005-10-03 |
| Name change | INFINITY FINANCIAL GROUP, LLC | CLEARVIEW INVESTMENT ADVISORS, LLC | 2005-07-05 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012334157 | 2024-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0010601555 | 2023-08-21 | No data | Annual Report | Annual Report | No data |
| BF-0011269695 | 2023-08-21 | No data | Annual Report | Annual Report | No data |
| BF-0009910804 | 2022-05-16 | No data | Annual Report | Annual Report | No data |
| BF-0008296120 | 2022-05-16 | No data | Annual Report | Annual Report | 2019 |
| BF-0008296119 | 2022-05-16 | No data | Annual Report | Annual Report | 2020 |
| 0006337711 | 2019-01-25 | No data | Annual Report | Annual Report | 2016 |
| 0006337674 | 2019-01-25 | No data | Annual Report | Annual Report | 2013 |
| 0006337665 | 2019-01-25 | No data | Annual Report | Annual Report | 2012 |
| 0006337723 | 2019-01-25 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
