FILOMENO WEALTH MANAGEMENT, LLC
CRD #145450 SEC #801-68464 WEST HARTFORD, CT 860-561-0020
SEC Registered
Total AUM
$58.1M
Discretionary
$43.7M
Employees
8
Clients
1
Accounts
36
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, KATHLEEN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KATHLEEN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KATHLEEN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTENSEN, KATHLEEN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| KNIERIM, LINDA, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIERIM, LINDA, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIERIM, LINDA, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIERIM, LINDA, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIERIM, LINDA, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NERI, JANIS, L | I | MANAGER | NA | Control |
| NERI, JANIS, L | I | MANAGER | NA | Control |
| NERI, JANIS, L | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| THIBODEAU, RICHARD, EMERY | I | MANAGER | NA | Control |
| FILOMENO & COMPANY, P.C. | DE | OWNER | E | Control |
| FILOMENO & COMPANY, P.C. | DE | OWNER | E | Control |
| FILOMENO & COMPANY, P.C. | DE | OWNER | E | Control |
| FILOMENO & COMPANY, P.C. | DE | OWNER | E | Control |
| FILOMENO & COMPANY, P.C. | DE | OWNER | E | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| FILOMENO, THOMAS, JOSEPH | I | MANAGER | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| RUSSELL, JAMES, GERARD | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| SAUNDERS, JUDITH, ELLEN | I | N/A | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | MANAGING DIRECTOR | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | MANAGING DIRECTOR | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | MANAGING DIRECTOR | B | Control |
| TEDONE, MICHAEL, ANTHONY | I | MANAGING DIRECTOR | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | N/A | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FILOMENO, THOMAS, JOSEPH | I | FILOMENO & COMPANY, P.C. | C | Control |
| FILOMENO, THOMAS, JOSEPH | I | FILOMENO & COMPANY, P.C. | C | Control |
| FILOMENO, THOMAS, JOSEPH | I | FILOMENO & COMPANY, P.C. | C | Control |
| FILOMENO, THOMAS, JOSEPH | I | FILOMENO & COMPANY, P.C. | C | Control |
| FILOMENO, THOMAS, JOSEPH | I | FILOMENO & COMPANY, P.C. | C | Control |
| RUSSELL, JAMES, GERARD | I | FILOMENO & COMPANY, P.C. | C | Control |
| RUSSELL, JAMES, GERARD | I | FILOMENO & COMPANY, P.C. | C | Control |
| RUSSELL, JAMES, GERARD | I | FILOMENO & COMPANY, P.C. | C | Control |
| RUSSELL, JAMES, GERARD | I | FILOMENO & COMPANY, P.C. | C | Control |
| RUSSELL, JAMES, GERARD | I | FILOMENO & COMPANY, P.C. | C | Control |
| SAUNDERS, JUDITH, ELLEN | I | FILOMENO & COMPANY, P.C. | C | Control |
| SAUNDERS, JUDITH, ELLEN | I | FILOMENO & COMPANY, P.C. | C | Control |
| SAUNDERS, JUDITH, ELLEN | I | FILOMENO & COMPANY, P.C. | C | Control |
| SAUNDERS, JUDITH, ELLEN | I | FILOMENO & COMPANY, P.C. | C | Control |
| SAUNDERS, JUDITH, ELLEN | I | FILOMENO & COMPANY, P.C. | C | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | FILOMENO & COMPANY, P.C. | C | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | FILOMENO & COMPANY, P.C. | C | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | FILOMENO & COMPANY, P.C. | C | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | FILOMENO & COMPANY, P.C. | C | Control |
| THOMSON, GEORGE, MAXYMILLIAN | I | FILOMENO & COMPANY, P.C. | C | Control |
Registrations
Federal
IA
Mar 20, 2014 REGISTERED
Notice Filings (1)
CT
Address
80 SOUTH MAIN STREETWEST HARTFORD, CT 06107
United States
Phone: 860-561-0020