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LONG RUN WEALTH ADVISORS LLC

Company Details

Name: LONG RUN WEALTH ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Dec 2015 (9 years ago) (Companies founded in December 2015)
Entity Number: 4859856
ZIP code: 12946 (Companies in Essex, 12946)
County: Essex
Place of Formation: New York
Address: 55 BARN ROAD, SUITE 206, LAKE PLACID, NY, United States, 12946

Central Index Key

CIK number Mailing Address Business Address Phone
1903296 55 BARN RD, LAKE PLACID, NY, USA, SUITE 206, LAKE PLACID, NY, 12946 55 BARN RD, LAKE PLACID, NY, USA, SUITE 206, LAKE PLACID, NY, 12946 518-523-8050

Filings since 2024-08-07
Form type N-PX
File number 028-21474
Filing date 2024-08-07
Reporting date 2024-06-30
File View File

Filings since 2024-07-19
Form type 13F-HR
File number 028-21474
Filing date 2024-07-19
Reporting date 2024-06-30
File View File

Filings since 2024-04-25
Form type 13F-HR
File number 028-21474
Filing date 2024-04-25
Reporting date 2024-03-31
File View File

Filings since 2024-01-10
Form type 13F-HR
File number 028-21474
Filing date 2024-01-10
Reporting date 2023-12-31
File View File

Filings since 2023-10-10
Form type 13F-HR
File number 028-21474
Filing date 2023-10-10
Reporting date 2023-09-30
File View File

Filings since 2023-07-17
Form type 13F-HR
File number 028-21474
Filing date 2023-07-17
Reporting date 2023-06-30
File View File

Filings since 2023-04-21
Form type 13F-HR
File number 028-21474
Filing date 2023-04-21
Reporting date 2023-03-31
File View File

Filings since 2023-01-26
Form type 13F-HR
File number 028-21474
Filing date 2023-01-26
Reporting date 2022-12-31
File View File

Filings since 2022-11-09
Form type 13F-HR
File number 028-21474
Filing date 2022-11-09
Reporting date 2022-09-30
File View File

Filings since 2022-07-19
Form type 13F-HR
File number 028-21474
Filing date 2022-07-19
Reporting date 2022-06-30
File View File

Filings since 2022-04-27
Form type 13F-HR
File number 028-21474
Filing date 2022-04-27
Reporting date 2022-03-31
File View File

Filings since 2022-01-21
Form type 13F-HR
File number 028-21474
Filing date 2022-01-21
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2023 810750215 2024-05-29 LONG RUN WEALTH ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5185238050
Plan sponsor’s address 55 BARN ROAD, SUITE 206, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2022 810750215 2023-04-17 LONG RUN WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5185238050
Plan sponsor’s address 55 BARN ROAD, SUITE 206, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2023-04-17
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2021 810750215 2022-06-21 LONG RUN WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2022-06-21
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2020 810750215 2021-07-06 LONG RUN WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2019 810750215 2020-04-28 LONG RUN WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2020-04-28
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2018 810750215 2019-06-07 LONG RUN WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2019-06-07
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2017 810750215 2018-06-11 LONG RUN WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing KEVIN BRADY
LONG RUN WEALTH ADVISORS, LLC 401K PSP 2016 810750215 2017-07-10 LONG RUN WEALTH ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-11-01
Business code 523900
Sponsor’s telephone number 5163025191
Plan sponsor’s address 2047 SARANAC AVENUE, SUITE #201, LAKE PLACID, NY, 12946

Signature of
Role Plan administrator
Date 2017-07-10
Name of individual signing KEVIN BRADY

DOS Process Agent

Name Role Address
LONG RUN WEALTH ADVISORS LLC DOS Process Agent 55 BARN ROAD, SUITE 206, LAKE PLACID, NY, United States, 12946

Filings

Filing Number Date Filed Type Effective Date
210708001881 2021-07-08 BIENNIAL STATEMENT 2021-07-08
151207010268 2015-12-07 ARTICLES OF ORGANIZATION 2015-12-07

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 23 Nov 2024

Sources: New York Secretary of State

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