Connelly Wealth Management, LLC
Missouri
Registered In
10/18/2021
Incorp. Date
Company Summary
Connelly Wealth Management, LLC at 1401 S Brentwood Blvd STE 700, Saint Louis, Mo 63144 lists Laura E. Krebs Al-Shathir, of Saint Louis, MO as the associate.
- Registered In
- Missouri
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Krebs Al-Shathir, Laura E.
Registered Agent
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8182 MARYLAND AVE STE 1500, SAINT LOUIS, MO 63105
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Laura E. Krebs Al-Shathir,
Organizer
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8182 MARYLAND AVE STE 1500, SAINT LOUIS, MO 63105
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1401 S BRENTWOOD BLVD STE 700, SAINT LOUIS, MO 63144
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Financial Information for Connelly Wealth Management, LLC
Form 5500
CONNELLY WEALTH MANAGEMENT, LLC
1401 S. Brentwood Blvd. Suite 700, St. Louis, Mo 63144 (314) 537-4035 EIN:87-3157028 Plan Admin:Elizabeth Connelly| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$223,218 / $638,605 | 2023 | CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #001 | 3 / 2 | $223,218 / $638,605 |
| 2023 | Plan NameCONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$50,979 / $158,661 | 2023 | CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 | 3 / 3 | $50,979 / $158,661 |
| 2022 | Plan NameCONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $223,218 | 2022 | CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #001 | 3 / 3 | $0 / $223,218 |
| 2022 | Plan NameCONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $50,979 | 2022 | CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 | 3 / 3 | $0 / $50,979 |
| 2021 | Plan NameCONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 | 2021 | CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #001 | 3 / 3 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1401 S Brentwood Blvd Ste 700 Saint Louis, MO
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The following government agencies have contributed data:
Missouri Secretary of State U.S. Department of Labor
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