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WEALTHONE, LLC

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Company Details

Name: WEALTHONE, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Feb 2003 (22 years ago)
Entity Number: 2873856
ZIP code: 12203
County: Albany
Place of Formation: New York
Address: 6 TOWER PLACE, ALBANY, NY, United States, 12203

DOS Process Agent

Name Role Address
WEALTHONE LLC DOS Process Agent 6 TOWER PLACE, ALBANY, NY, United States, 12203

Central Index Key

CIK number:
0001763608
Phone:
5188674000

Latest Filings

Form type:
13F-HR
File number:
028-19406
Filing date:
2023-10-12
File:
Form type:
13F-HR
File number:
028-19406
Filing date:
2023-07-24
File:
Form type:
13F-HR
File number:
028-19406
Filing date:
2023-04-20
File:
Form type:
13F-HR
File number:
028-19406
Filing date:
2023-01-24
File:
Form type:
13F-HR
File number:
028-19406
Filing date:
2022-10-18
File:

History

Start date End date Type Value
2021-08-04 2023-10-12 Address 6 TOWER PLACE, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2020-07-02 2021-08-04 Name WEALTHPOINT, LLC
2020-07-02 2021-08-04 Address 6 TOWER PLACE, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2005-02-15 2020-07-02 Address 4 AVIS DR, LATHAM, NY, 12110, USA (Type of address: Service of Process)
2003-02-25 2020-07-02 Name CAPITAL FINANCIAL PLANNING, LLC

Filings

Filing Number Date Filed Type Effective Date
231012003806 2023-10-12 BIENNIAL STATEMENT 2023-02-01
210804000600 2021-08-02 CERTIFICATE OF AMENDMENT 2021-08-02
200702000624 2020-07-02 CERTIFICATE OF AMENDMENT 2020-07-02
070126002203 2007-01-26 BIENNIAL STATEMENT 2007-02-01
050215002261 2005-02-15 BIENNIAL STATEMENT 2005-02-01

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State