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Mystic Wealth Management LLC

Date of last update: 14 Apr 2025. Data updated weekly.

Company Details

Entity Name: Mystic Wealth Management LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 20 Oct 2022
Business ALEI: 2648351
Annual report due: 31 Mar 2026
Business address: 199 DAWLEY DR, STONINGTON, CT, 06378, United States
Mailing address: 12 ROOSEVELT AVE, MYSTIC, CT, United States, 06355
ZIP code: 06378
County: New London
Place of Formation: CONNECTICUT
E-Mail: thomas.robarge@lpl.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This 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

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Thomas Robarge Agent 12 Roosevelt Ave, Mystic, CT, 06355, United States 12 Roosevelt Ave, Mystic, CT, 06355, United States +1 415-260-3342 thomas.robarge@lpl.com 199 Dawley Dr, Stonington, CT, 06378-2027, United States

Officer

Name Role Business address Phone E-Mail Residence address
Thomas Robarge Officer 12 Roosevelt Ave, Mystic, CT, 06355, United States +1 415-260-3342 thomas.robarge@lpl.com 199 Dawley Dr, Stonington, CT, 06378-2027, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013210017 2025-03-07 - Annual Report Annual Report -
BF-0012227649 2024-05-30 - Annual Report Annual Report -
BF-0011063322 2023-02-27 - Annual Report Annual Report -
BF-0011043049 2022-10-20 - Business Formation Certificate of Organization -
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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