| Entity Name: | BEAULIEU WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 28 Jun 2017 |
| Branch of: | BEAULIEU WEALTH MANAGEMENT, LLC, RHODE ISLAND (Company Number 001657796) |
| Business ALEI: | 1243496 |
| Annual report due: | 31 Mar 2024 |
| NAICS code: | 523930 - Investment Advice |
| Business address: | 935 JEFFERSON BLVD - SUITE 2000, WARWICK, RI, 02886, United States |
| Mailing address: | 41 WESTFORD AVENUE, WARWICK, RI, United States, 02889 |
| Mailing jurisdiction address: | 41 WESTFORD AVE, WARWICK, RI, 02889, United States |
| Place of Formation: | RHODE ISLAND |
| E-Mail: | JBeaulieu@BWealthMgt.com |
| Name | Role | Business address | |
|---|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States | JBeaulieu@BWealthMgt.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES J. BEAULIEU | Officer | 935 JEFFERSON BLVD - SUITE 2000, WARWICK, RI, 02886, United States | 441 SOUTH MAIN STREET, MANCHESTER, CT, 06040, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011347725 | 2023-03-07 | No data | Annual Report | Annual Report | No data |
| BF-0010530771 | 2022-06-24 | No data | Annual Report | Annual Report | No data |
| BF-0009774078 | 2022-03-28 | No data | Annual Report | Annual Report | No data |
| 0006749356 | 2020-02-10 | No data | Annual Report | Annual Report | 2020 |
| 0006494059 | 2019-03-26 | No data | Annual Report | Annual Report | 2019 |
| 0006008037 | 2018-01-15 | No data | Annual Report | Annual Report | 2018 |
| 0005877464 | 2017-06-28 | 2017-06-28 | Business Registration | Certificate of Registration | No data |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
