| Entity Name: | PARTNER WEALTH MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 24 Nov 2009 |
| Business ALEI: | 0989095 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 54 WILTON ROAD, WESTPORT, CT, 06880, United States |
| Mailing address: | 54 WILTON ROAD, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | kforcier@coastalbridgeadvisors.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JAMES PRATT-HEANEY | Agent | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | +1 203-247-4881 | kforcier@coastalbridgeadvisors.com | 7 CHRISTINA LANE, WESTON, CT, 06883, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| KEVIN BURNS | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | No data | No data | 5 Wallace Avenue, Norwalk, CT, 06855, United States |
| WILLIAM P. LOFTUS | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | No data | No data | 155 Compo Road South, WESTPORT, CT, 06880, United States |
| JAMES PRATT-HEANEY | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | +1 203-247-4881 | kforcier@coastalbridgeadvisors.com | 7 CHRISTINA LANE, WESTON, CT, 06883, United States |
| JEFFREY M. FUHRMAN | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | No data | No data | 202 Laural Road, New Canaan, CT, 06840, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012191988 | 2024-02-15 | No data | Annual Report | Annual Report | No data |
| BF-0011181189 | 2023-01-25 | No data | Annual Report | Annual Report | No data |
| BF-0010255927 | 2022-03-01 | No data | Annual Report | Annual Report | 2022 |
| 0007100058 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006783431 | 2020-02-25 | No data | Annual Report | Annual Report | 2020 |
| 0006783311 | 2020-02-25 | No data | Annual Report | Annual Report | 2019 |
| 0006367693 | 2019-02-06 | No data | Annual Report | Annual Report | 2018 |
| 0006202711 | 2018-06-19 | No data | Annual Report | Annual Report | 2017 |
| 0006202705 | 2018-06-19 | No data | Annual Report | Annual Report | 2014 |
| 0006202708 | 2018-06-19 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
