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Atlantic Wealth Advisors, LLC

Company Details

Entity Name: Atlantic Wealth Advisors, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Jan 2022
Business ALEI: 2422246
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 701 Hebron Avenue, Glastonbury, CT, 06033, United States
Mailing address: 701 Hebron Avenue, Glastonbury, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: anthony@atlanticwa.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATLANTIC WEALTH ADVISORS 401(K) PLAN 2023 874393498 2024-09-20 ATLANTIC WEALTH ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8604306437
Plan sponsor’s address 701 HEBRON AVE, GLASTONBURY, CT, 06033

Signature of

Role Plan administrator
Date 2024-09-20
Name of individual signing ANTHONY F ASSANTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Anthony Assante Agent 701 Hebron Avenue, Glastonbury, CT, 06033, United States 701 Hebron Ave, Glastonbury, CT, 06033-2489, United States +1 860-790-0600 anthony@atlanticwa.com 2758 Hebron Ave, Glastonbury, CT, 06033-2721, United States

Officer

Name Role Business address Phone E-Mail Residence address
Anthony Assante Officer 701 Hebron Avenue, Glastonbury, CT, 06033, United States +1 860-790-0600 anthony@atlanticwa.com 2758 Hebron Ave, Glastonbury, CT, 06033-2721, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012103982 2024-03-09 No data Annual Report Annual Report No data
BF-0011145676 2023-02-07 No data Annual Report Annual Report No data
BF-0010420748 2022-01-12 No data Business Formation Certificate of Organization No data

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website