Aldrich Wealth Management, LLC

Connecticut
Registered In
11/22/2017
Incorp. Date

Company Summary

Aldrich Wealth Management, LLC at 567 Vauxhall ST Ext STE 323, Waterford, Ct 06385 lists Chris Aldrich of Groton, CT as the associate.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Llc
Status
Active
Website
Email
*************@aldrichwm.com
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Chris Aldrich Registered Agent
567 VAUXHALL ST EXT STE 323, WATERFORD, CT 06385 567 VAUXHALL STREET EXT 323, WATERFORD, CT 06385-4330 (View Past Addresses)
Chris Aldrich
5 E SHORE AVE, GROTON, CT 06385 567 VAUXHALL ST EXT STE 121, WATERFORD, CT 06385
567 VAUXHALL ST EXT STE 323, WATERFORD, CT 06385 View Map
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Financial Information for Aldrich Wealth Management, LLC

Form 5500

ALDRICH WEALTH MANAGEMENT LLC

567 Vauxhall Street Ext. STE 323, Waterford, Ct 06385 (860) 574-9601 EIN:82-3483797 Plan Admin:Chris Aldrich
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameALDRICH WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$76,851 / $129,474 2023 ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 3 / 3 $76,851 / $129,474
2022 Plan NameALDRICH WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$60,360 / $76,851 2022 ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 3 / 3 $60,360 / $76,851
2021 Plan NameALDRICH WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$24,413 / $60,360 2021 ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 3 / 3 $24,413 / $60,360
2020 Plan NameALDRICH WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $24,413 2020 ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 0 / 3 $0 / $24,413
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ALDRICH WEALTH MANAGEMENT, LLC

567 Vauxhall Street Ext Suite 121, Waterford, Ct 06385-4330
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$39,990 Forgiven$40,376 LenderChelsea Groton Bank Jobs3 04/14/2020 $39,990 $40,376 Chelsea Groton Bank 3
PPP Loans based on Paycheck Protection Program.
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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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