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KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC

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Company Details

Name: KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Jul 2020 (5 years ago)
Entity Number: 5783016
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, United States, 14221

DOS Process Agent

Name Role Address
KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC DOS Process Agent 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, United States, 14221

Form 5500 Series

Employer Identification Number (EIN):
851829732
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:

History

Start date End date Type Value
2023-11-13 2024-10-14 Address 1967 WEHRLE DRIVE, UNIT 7, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2020-07-08 2023-11-13 Address 1961 WEHRLE DRIVE, UNIT 9, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241014001494 2024-10-14 BIENNIAL STATEMENT 2024-10-14
231113002694 2023-11-13 BIENNIAL STATEMENT 2022-07-01
201005000495 2020-10-05 CERTIFICATE OF PUBLICATION 2020-10-05
200708010177 2020-07-08 ARTICLES OF ORGANIZATION 2020-07-08

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Date of last update: 22 Mar 2025

Sources: New York Secretary of State