Sagebroadview Wealth Management, LLC

Farmington, CT

Massachusetts

Registered In

10/07/2019

Incorp. Date

Foreign

Registration Type

Connecticut

Foreign Jurisdiction

Company Summary

Sagebroadview Wealth Management, LLC in Farmington, CT lists Sheri Iannetta Cupo of Morristwon, NJ and Lawrence J. Annello of Farmington, CT

Registered In: Massachusetts
Incorporation Date: 10/07/2019
Registration Type: Foreign
Foreign Jurisdiction: Connecticut
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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Mcr&P Service Corporation Registered Agent	20 TH FLOOR, BOSTON, MA 02110
Sheri Iannetta Cupo REAL PROPERTY	60 WASHINGTON ST STE 102, MORRISTWON, NJ 07960
Lawrence J. Annello REAL PROPERTY	10 WATERSIDE DR STE 305, FARMINGTON, CT 06032

10 WATERSIDE DR STE 305, FARMINGTON, CT 06032 View Map

Financial Information for Sagebroadview Wealth Management, LLC

Form 5500

SAGEBROADVIEW WEALTH MANAGEMENT, LLC

10 Waterside Dr. Suite 305, Farmington, Ct 06032 (860) 606-3580 EIN:06-1600495 Plan Admin:Lawrence Annello

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,922,693 / $3,599,307	2023	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$2,922,693 / $3,599,307
2022	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,135,424 / $2,922,693	2022	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$3,135,424 / $2,922,693
2021	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,517,057 / $3,135,424	2021	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$2,517,057 / $3,135,424
2020	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,942,550 / $2,517,057	2020	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 7	$1,942,550 / $2,517,057

Benefit & Retirement Plans based on Form 5500.

Address Match:10 Waterside Dr Ste 305 Farmington, CT

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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