Liberty Wealth Advisors, LLC

Connecticut
Registered In
05/21/2012
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Liberty Wealth Advisors, LLC at 707 Summer ST FL Fourth, Stamford, Ct 06901 lists Liberty Quintess Llc and R. Michael Parry Enterprises Llc of Stamford, CT.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Email
********@libertywealthadvisors.com
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Liberty Quintess Llc
4 TH FLOOR, STAMFORD, CT 06901
R. Michael Parry Enterprises Llc
4 TH FLOOR, STAMFORD, CT 06901
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

707 SUMMER ST FL FOURTH, STAMFORD, CT 06901 View Map
251 LITTLE FALLS DR, WILMINGTON, DE 19808 (Mailing) View Map

Financials

Financial Information for Liberty Wealth Advisors, LLC

Form 5500

LIBERTY WEALTH ADVISORS LLC

707 Summer ST - 4th Floor, Stamford, Ct 06901 (203) 323-6666 EIN:80-0792628 Plan Admin:Edward Rojas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$22,671 / $0 2022 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 0 $22,671 / $0
2021 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$19,227 / $22,671 2021 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 3 $19,227 / $22,671
2020 Plan NameLIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $19,227 2020 LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $19,227
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor
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