Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. New York
    4. ›
  4. 10022
    5. ›
  5. TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC

TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2017 753261129 2018-10-08 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 90
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965900
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2018-10-08
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2016 753261129 2017-10-09 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965900
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2015 753261129 2016-08-05 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965900
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2016-08-05
Name of individual signing CHRIS WELCH
Role Employer/plan sponsor
Date 2016-08-05
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2014 753261129 2015-10-13 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965995
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2013 753261129 2014-07-31 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965995
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2014-07-31
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2012 753261129 2013-10-10 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2123965995
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2013-10-10
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2011 753261129 2012-10-12 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2127590340
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 753261129
Plan administrator’s name TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
Plan administrator’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2127590340

Signature of
Role Plan administrator
Date 2012-10-12
Name of individual signing CHRISTOPHER WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2010 753261129 2011-10-14 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2127590340
Plan sponsor’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 753261129
Plan administrator’s name TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
Plan administrator’s address 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022
Administrator’s telephone number 2127590340

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing CHRIS WELCH
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN 2009 753261129 2010-10-15 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523120
Sponsor’s telephone number 2127590340
Plan sponsor’s address 535 MADISON AVENUE, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 753261129
Plan administrator’s name TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC
Plan administrator’s address 535 MADISON AVENUE, NEW YORK, NY, 10022
Administrator’s telephone number 2127590340

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing CHRISTOPHER J WELCH

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

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

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated