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  5. WEALTHSTREAM ADVISORS, INC.

WEALTHSTREAM ADVISORS, INC.

Company Details

Name: WEALTHSTREAM ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 28 May 2004 (21 years ago)
Entity Number: 3059831
ZIP code: 10165
County: New York
Place of Formation: New York
Address: 60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165
Principal Address: MICHAEL GOODMAN, 60 EAST 42ND STREET STE 1600, NEW YORK, NY, United States, 10165

Shares Details

Shares issued 2500

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1833780 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165 212-971-9241

Filings since 2024-07-31
Form type N-PX
File number 028-21665
Filing date 2024-07-31
Reporting date 2024-06-30
File View File

Filings since 2024-07-29
Form type 13F-HR
File number 028-21665
Filing date 2024-07-29
Reporting date 2024-06-30
File View File

Filings since 2024-05-08
Form type 13F-HR
File number 028-21665
Filing date 2024-05-08
Reporting date 2024-03-31
File View File

Filings since 2024-02-12
Form type 13F-HR
File number 028-21665
Filing date 2024-02-12
Reporting date 2023-12-31
File View File

Filings since 2023-11-06
Form type 13F-HR
File number 028-21665
Filing date 2023-11-06
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-21665
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-05-02
Form type 13F-HR
File number 028-21665
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-02-02
Form type 13F-HR
File number 028-21665
Filing date 2023-02-02
Reporting date 2022-12-31
File View File

Filings since 2022-10-28
Form type 13F-HR
File number 028-21665
Filing date 2022-10-28
Reporting date 2022-09-30
File View File

Filings since 2022-08-05
Form type 13F-HR
File number 028-21665
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-21665
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-09
Form type 13F-HR
File number 028-21665
Filing date 2022-02-09
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2023 201192795 2024-08-20 WEALTHSTREAM ADVISORS, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2024-08-20
Name of individual signing MICHAEL KIMMEL
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2022 201192795 2023-07-19 WEALTHSTREAM ADVISORS, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2021 201192795 2022-09-09 WEALTHSTREAM ADVISORS, INC. 19
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND STREET, SUITE 1600, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2022-09-09
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2021 201192795 2022-09-09 WEALTHSTREAM ADVISORS, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND STREET, SUITE 1120, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2022-09-09
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2020 201192795 2021-08-30 WEALTHSTREAM ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND STREET, SUITE 1600, NEW YORK, NY, 10165
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2019 201192795 2020-07-07 WEALTHSTREAM ADVISORS, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 E 42ND ST STE 1600, NEW YORK, NY, 101656223

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2018 201192795 2019-07-16 WEALTHSTREAM ADVISORS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 E 42ND ST STE 1600, NEW YORK, NY, 101656223

Signature of
Role Plan administrator
Date 2019-07-16
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC. 401(K) SAVINGS PLAN 2017 201192795 2018-07-23 WEALTHSTREAM ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 525990
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 E 42ND ST STE 1600, NEW YORK, NY, 101656223

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC 401(K) SAVINGS PLAN 2016 201192795 2017-10-11 WEALTHSTREAM ADVISORS, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND ST, STE 1600, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2017-10-11
Name of individual signing MICHAEL GOODMAN
WEALTHSTREAM ADVISORS, INC 401(K) SAVINGS PLAN 2015 201192795 2016-05-31 WEALTHSTREAM ADVISORS, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2129719241
Plan sponsor’s address 60 EAST 42ND ST, STE 1600, NEW YORK, NY, 10165

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing MICHAEL GOODMAN
Role Employer/plan sponsor
Date 2016-05-31
Name of individual signing MICHAEL GOODMAN

DOS Process Agent

Name Role Address
WEALTHSTREAM ADVISORS, INC. DOS Process Agent 60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165

Chief Executive Officer

Name Role Address
MICHAEL GOODMAN Chief Executive Officer 60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165

History

Start date End date Type Value
2016-09-29 2022-12-14 Shares Share type: NO PAR VALUE, Number of shares: 2500, Par value: 0
2006-05-22 2012-05-23 Address 500 FIFTH AVE, STE 810, NEW YORK, NY, 10110, USA (Type of address: Chief Executive Officer)
2006-05-22 2012-05-23 Address MICHAEL GOODMAN, 500 FIFTH AVE STE 810, NEW YORK, NY, 10110, USA (Type of address: Principal Executive Office)
2006-05-22 2012-05-23 Address 500 5TH AVE., STE. 810, NEW YORK, NY, 10110, USA (Type of address: Service of Process)
2004-05-28 2016-09-29 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2004-05-28 2006-05-22 Address 500 5TH AVE., STE. 2600, NEW YORK, NY, 10110, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
201021060426 2020-10-21 BIENNIAL STATEMENT 2020-05-01
180516006010 2018-05-16 BIENNIAL STATEMENT 2018-05-01
160929000222 2016-09-29 CERTIFICATE OF AMENDMENT 2016-09-29
140527006031 2014-05-27 BIENNIAL STATEMENT 2014-05-01
120523006148 2012-05-23 BIENNIAL STATEMENT 2012-05-01
100604002750 2010-06-04 BIENNIAL STATEMENT 2010-05-01
080603002442 2008-06-03 BIENNIAL STATEMENT 2008-05-01
060522002461 2006-05-22 BIENNIAL STATEMENT 2006-05-01
040528000614 2004-05-28 CERTIFICATE OF INCORPORATION 2004-05-28

Related by officers

MICHAEL GOODMAN

665 COMMERCIAL REAL ESTATE CORP. 909 MUSIC LLC MTSC INC. BERKISE ENTERPRISES INC. CAPITAL CONSTRUCTION GROUP INC. CARSTIN CORP. CIANO NYC LLC CUSTOM REALTY SERVICES INC. G AND N DISTRIBUTION CORP.

Related by address

60 EAST 42ND STREET, STE 1600, NEW YORK, NY, United States, 10165

ACT COMMUNICATIONS, INC.

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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