Valenti Wealth Management, LLC
Connecticut
Registered In
08/15/2000
Incorp. Date
Company Summary
Valenti Wealth Management, LLC at 3 Forest Park Dr, Farmington, Ct 06032 lists Joan Marie Valenti of Farmington, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Email
**************@gmail.com
Search Other Resources
People
|
Pamela Reynolds
Registered Agent
|
1 LIBERTY SQ # 208, NEW BRITAIN, CT 06051
71 DUNHAM ST, WETHERSFIELD, CT 06109
|
|
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Joan Marie Valenti
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3 FOREST PARK DR, FARMINGTON, CT 06032
6 MORGAN PL, UNIONVILLE, CT 06085
|
Map & Locations
|
3 FOREST PARK DR, FARMINGTON, CT 06032
View Map
|
Financials
Financial Information for Valenti Wealth Management, LLC
Form 5500
VALENTI WEALTH MANAGEMENT, LLC
3 Forest Park Drive, Farmington, Ct 06032 (860) 677-7790 EIN:30-0858719 Plan Admin:Joan Valenti| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$3,737,166 / $0 | 2023 | VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 0 | $3,737,166 / $0 |
| 2022 | Plan NameVALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$4,304,283 / $3,737,166 | 2022 | VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $4,304,283 / $3,737,166 |
| 2021 | Plan NameVALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$3,642,525 / $4,304,283 | 2021 | VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 11 | $3,642,525 / $4,304,283 |
| 2020 | Plan NameVALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,938,335 / $3,642,525 | 2020 | VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 10 | $2,938,335 / $3,642,525 |
| 2019 | Plan NameVALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,215,221 / $2,938,335 | 2019 | VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 8 | $2,215,221 / $2,938,335 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VALENTI WEALTH MANAGEMENT LLC
3 Forest Park Drive, FARMINGTON, CT 06032-1449 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$170,100 Forgiven$171,433 LenderManufacturers and Traders Trust Company Jobs8 | 04/07/2020 | $170,100 | $171,433 | Manufacturers and Traders Trust Company | 8 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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