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  5. SHEARWATER CREEK WEALTH ADVISORS LLC

SHEARWATER CREEK WEALTH ADVISORS LLC

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 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
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

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 No data No data 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-0012246696 2024-03-19 No data Annual Report Annual Report No data
BF-0011466975 2023-02-22 No data Annual Report Annual Report No data
BF-0010359604 2022-03-22 No data Annual Report Annual Report 2022
BF-0008768213 2021-10-05 No data Annual Report Annual Report 2018
BF-0008768215 2021-10-05 No data Annual Report Annual Report 2019
BF-0008768212 2021-10-05 No data Annual Report Annual Report 2017
BF-0008768214 2021-10-05 No data Annual Report Annual Report 2020
BF-0009979430 2021-10-05 No data Annual Report Annual Report No data
0005683452 2016-10-17 2016-10-17 Business Formation Certificate of Organization No data

Related by officers

No related officers

Related by address

30 JELLIFF LANE, SOUTHPORT, CT, 06890, United States

O'NEILL ENTERPRISES, INC. MORTGAGED-BACKED SECURITIES, A LIMITED PARTNERSHIP DAVID A. MACK PROPERTIES, LLC CONSUMER PRODUCTS II LLC STARBOARD CAPITAL PARTNERS, LLC DAM V CLEARWATER LLC SD HOLDINGS, LLC STARBOARD-JPC, LLC JANDIM REALTY LLC CV D STREET HOTELS LLC

30 JELLIFF LANE, SOUTHPORT, CT, United States, 06890

O'NEILL ENTERPRISES, INC. MORTGAGED-BACKED SECURITIES, A LIMITED PARTNERSHIP HIGHLAND REALTY PARTNERS CORPORATION HIGHLAND REALTY PARTNERS I LIMITED PARTNERSHIP DAVID A. MACK PROPERTIES, LLC CONSUMER PRODUCTS II LLC STARBOARD CAPITAL PARTNERS, LLC DAM V CLEARWATER LLC SD HOLDINGS, LLC STARBOARD FAIRFIELD DEVELOPMENT, LLC

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website

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