Valenti Wealth Management, LLC

Farmington, CT

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.

Registered In: Connecticut
Incorporation Date: 08/15/2000
Registration Type: Domestic
Company Type: Llc
Status: Active
Email: **************@gmail.com
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Pamela Reynolds Registered Agent	1 LIBERTY SQ # 208, NEW BRITAIN, CT 06051 71 DUNHAM ST, WETHERSFIELD, CT 06109
Joan Marie Valenti	3 FOREST PARK DR, FARMINGTON, CT 06032 6 MORGAN PL, UNIONVILLE, CT 06085

3 FOREST PARK DR, FARMINGTON, CT 06032 View Map

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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