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UPSTART WEALTH MANAGEMENT, LLC

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Company Details

Name: UPSTART WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Jul 2024 (a year ago)
Entity Number: 7379990
ZIP code: 10151
County: New York
Address: 745 5th Avenue, suite 500, NEW YORK, NY, United States, 10151

DOS Process Agent

Name Role Address
the llc DOS Process Agent 745 5th Avenue, suite 500, NEW YORK, NY, United States, 10151

Links between entities

Type:
Headquarter of
Company Number:
LLC_15765488
State:
ILLINOIS

Central Index Key

CIK number:
0001902383
Phone:
(415) 549-0646

Latest Filings

Form type:
13F-NT
File number:
028-21622
Filing date:
2025-05-15
File:
Form type:
13F-NT
File number:
028-21622
Filing date:
2025-02-13
File:
Form type:
13F-NT
File number:
028-21622
Filing date:
2024-11-06
File:
Form type:
N-PX
File number:
028-21622
Filing date:
2024-08-26
File:
Form type:
13F-NT
File number:
028-21622
Filing date:
2024-08-14
File:

Form 5500 Series

Employer Identification Number (EIN):
472148111
Plan Year:
2024
Number Of Participants:
5
Sponsors Telephone Number:

History

Start date End date Type Value
2024-08-20 2024-11-01 Address 745 5th Avenue, suite 500, NEW YORK, NY, 10151, USA (Type of address: Service of Process)
2024-07-23 2024-08-20 Address 745 5th Avenue, #500, New York, NY, 10151, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241101034135 2024-10-31 CERTIFICATE OF PUBLICATION 2024-10-31
240820001318 2024-08-01 CERTIFICATE OF MERGER 2024-08-01
240723002572 2024-07-23 ARTICLES OF ORGANIZATION 2024-07-23

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Date of last update: 19 Mar 2025

Sources: New York Secretary of State