| Entity Name: | Munro Wealth Management, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Nov 2021 |
| Business ALEI: | 2378406 |
| Annual report due: | 31 Mar 2025 |
| Business address: | 45 Running Brook Dr, Killingworth, CT, 06419-1311, United States |
| Mailing address: | 45 Running Brook Dr, Killingworth, CT, United States, 06419-1311 |
| ZIP code: | 06419 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | james@egidiolennon.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| James Munro | Agent | 45 Running Brook Dr, Killingworth, CT, 06419-1311, United States | 45 Running Brook Dr, Killingworth, CT, 06419-1311, United States | +1 203-444-4589 | james@egidiolennon.com | 45 Running Brook Dr, Killingworth, CT, 06419-1311, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| James Munro | Officer | 170 Foxbridge Village Rd, Branford, CT, 06405-2214, United States | +1 203-444-4589 | james@egidiolennon.com | 45 Running Brook Dr, Killingworth, CT, 06419-1311, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012374638 | 2024-02-22 | - | Annual Report | Annual Report | - |
| BF-0011075347 | 2023-03-07 | - | Annual Report | Annual Report | - |
| BF-0010359203 | 2022-02-01 | - | Annual Report | Annual Report | 2022 |
| BF-0010143252 | 2021-11-05 | - | Business Formation | Certificate of Organization | - |
Date of last update: 10 Mar 2025
Sources: Connecticut's Official State Website
