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  5. SHEARWATER CREEK WEALTH ADVISORS LLC

SHEARWATER CREEK WEALTH ADVISORS LLC

Date of last update: 28 Apr 2025. Data updated weekly.

Companies that start with "SHEARWATER"

Company Details

Entity Name: SHEARWATER CREEK WEALTH ADVISORS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Oct 2016
Business ALEI: 1220512
Annual report due: 31 Mar 2026
Business address: 30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States
Mailing address: 30 JELLIFF LANE, SOUTHPORT, CT, United States, 06890
ZIP code: 06890
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: michele.johnson@mercury-biz.com

Industry & Business Activity

NAICS

523999 Miscellaneous Financial Investment Activities

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Learn more at the U.S. Census Bureau

Companies doing Miscellaneous financial investment activities

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2023 814077773 2024-10-08 SHEARWATER CREEK WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2022 814077773 2023-10-06 SHEARWATER CREEK WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2021 814077773 2022-09-22 SHEARWATER CREEK WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2020 814077773 2021-10-07 SHEARWATER CREEK WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2019 814077773 2020-10-05 SHEARWATER CREEK WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890
SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN 2018 814077773 2019-10-10 SHEARWATER CREEK WEALTH ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4758889275
Plan sponsor’s address 30 JELLIFF LANE, 2ND FLOOR, SOUTHPORT, CT, 06890

Officer

Name Role Business address Phone E-Mail Residence address
EDWARD BOOTH Officer 30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States +1 475-888-9278 ed.booth@shearwatercreekwa.com 53 WARWICK AVENUE, FAIRFIELD, CT, 06825, United States
CHRISTOPHER SAWCH Officer 30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States - - 38 COMPO PARKWAY, WESTPORT, CT, 06880, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
EDWARD BOOTH Agent 30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States 30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States +1 475-888-9278 ed.booth@shearwatercreekwa.com 53 WARWICK AVENUE, FAIRFIELD, CT, 06825, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013071350 2025-03-12 - Annual Report Annual Report -
BF-0012246696 2024-03-19 - Annual Report Annual Report -
BF-0011466975 2023-02-22 - Annual Report Annual Report -
BF-0010359604 2022-03-22 - Annual Report Annual Report 2022
BF-0008768215 2021-10-05 - Annual Report Annual Report 2019
BF-0008768213 2021-10-05 - Annual Report Annual Report 2018
BF-0008768214 2021-10-05 - Annual Report Annual Report 2020
BF-0009979430 2021-10-05 - Annual Report Annual Report -
BF-0008768212 2021-10-05 - Annual Report Annual Report 2017
0005683452 2016-10-17 2016-10-17 Business Formation Certificate of Organization -

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See something incorrect or outdated? Let us know

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

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