Shearwater Creek Wealth Advisors LLC

Southport, CT

Connecticut

Registered In

10/17/2016

Incorp. Date

Company Summary

Shearwater Creek Wealth Advisors LLC at 30 Jelliff Ln, Southport, Ct 06890 lists Edward Booth and Christopher Sawch of Southport, CT as the associates.

Registered In: Connecticut
Incorporation Date: 10/17/2016
Registration Type: Domestic
Company Type: Llc
Status: Active
Email: ***************@mercury-biz.com
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Edward Booth Registered Agent	53 WARWICK AVE, FAIRFIELD, CT 06825 30 JELLIFF LN, SOUTHPORT, CT 06890
Edward Booth	30 JELLIFF LN, SOUTHPORT, CT 06890 53 WARWICK AVE, FAIRFIELD, CT 06825
Christopher Sawch	30 JELLIFF LN, SOUTHPORT, CT 06890 38 COMPO PKWY, WESTPORT, CT 06880

30 JELLIFF LN, SOUTHPORT, CT 06890 View Map

Financial Information for Shearwater Creek Wealth Advisors LLC

Form 5500

SHEARWATER CREEK WEALTH ADVISORS, LLC

30 Jelliff Lane, 2nd Floor, Southport, Ct 06890 (475) 888-9275 EIN:81-4077773 Plan Admin:Edward Booth

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$133,872 / $134,998	2022	SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 3	$133,872 / $134,998
2021	Plan NameSHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$94,513 / $133,872	2021	SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN - Plan #001	2 / 3	$94,513 / $133,872
2020	Plan NameSHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$64,090 / $94,513	2020	SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 2	$64,090 / $94,513
2019	Plan NameSHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$29,000 / $64,090	2019	SHEARWATER CREEK WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 3	$29,000 / $64,090

Benefit & Retirement Plans based on Form 5500.

Address Match:30 Jelliff Ln Southport, CT

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