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TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC

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Company Details

Name: TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jan 2008 (17 years ago)
Entity Number: 3620472
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 520 MADISON AVE, 26TH FL, NEW YORK, NY, United States, 10022

DOS Process Agent

Name Role Address
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC DOS Process Agent 520 MADISON AVE, 26TH FL, NEW YORK, NY, United States, 10022

Form 5500 Series

Employer Identification Number (EIN):
753261129
Plan Year:
2017
Number Of Participants:
90
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
57
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
67
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
69
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
64
Sponsors Telephone Number:

History

Start date End date Type Value
2014-03-10 2024-09-19 Address 520 MADISON AVE, 26TH FL, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2012-05-08 2014-03-10 Address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2008-01-22 2012-05-08 Address 535 MADISON AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240919004176 2024-09-19 BIENNIAL STATEMENT 2024-09-19
140310002207 2014-03-10 BIENNIAL STATEMENT 2014-01-01
120508002140 2012-05-08 BIENNIAL STATEMENT 2012-01-01
100212002907 2010-02-12 BIENNIAL STATEMENT 2010-01-01
080122000723 2008-01-22 APPLICATION OF AUTHORITY 2008-01-22

Trademarks Section

Serial Number:
87861633
Mark:
T
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2018-04-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
T

Goods And Services

For:
Estate planning; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust administration; Financial advice; Financial analysis; F...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87861600
Mark:
T
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2018-04-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
T

Goods And Services

For:
Estate planning; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust administration; Financial advice; Financial analysis; F...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87468465
Mark:
EXPECT EXCELLENCE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2017-05-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EXPECT EXCELLENCE

Goods And Services

For:
Financial advice; Financial planning; Financial services, namely, wealth management services; Financial trust administration; Investment advisory services; Investment management
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State