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THE PITTI GROUP WEALTH MANAGEMENT, LLC

Company Details

Name: THE PITTI GROUP WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 May 2016 (9 years ago) (Companies founded in May 2016)
Entity Number: 4941252
ZIP code: 14564 (Companies in Ontario, 14564)
County: Ontario
Place of Formation: New York
Address: 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, United States, 14564

Central Index Key

CIK number Mailing Address Business Address Phone
1909664 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564 (585) 337-4000

Filings since 2024-08-21

Form type N-PX
File number 028-21703
Filing date 2024-08-21
Reporting date 2024-06-30
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Filings since 2024-08-09

Form type 13F-HR
File number 028-21703
Filing date 2024-08-09
Reporting date 2024-06-30
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Filings since 2024-04-24

Form type 13F-HR
File number 028-21703
Filing date 2024-04-24
Reporting date 2024-03-31
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Filings since 2024-02-05

Form type 13F-HR
File number 028-21703
Filing date 2024-02-05
Reporting date 2023-12-31
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Filings since 2023-11-01

Form type 13F-HR
File number 028-21703
Filing date 2023-11-01
Reporting date 2023-09-30
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Filings since 2023-08-01

Form type 13F-HR
File number 028-21703
Filing date 2023-08-01
Reporting date 2023-06-30
File View File

Filings since 2023-05-02

Form type 13F-HR
File number 028-21703
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-01-24

Form type 13F-HR
File number 028-21703
Filing date 2023-01-24
Reporting date 2022-12-31
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Filings since 2022-10-24

Form type 13F-HR
File number 028-21703
Filing date 2022-10-24
Reporting date 2022-09-30
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Filings since 2022-07-18

Form type 13F-HR
File number 028-21703
Filing date 2022-07-18
Reporting date 2022-06-30
File View File

Filings since 2022-04-28

Form type 13F-HR
File number 028-21703
Filing date 2022-04-28
Reporting date 2022-03-31
File View File

Filings since 2022-02-09

Form type 13F-HR
File number 028-21703
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
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2023 812543575 2024-09-12 PITTI GROUP WEALTH MANAGEMENT LLC 8
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Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2022 812543575 2023-10-13 PITTI GROUP WEALTH MANAGEMENT LLC 6
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Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2021 812543575 2022-10-14 PITTI GROUP WEALTH MANAGEMENT LLC 4
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Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2020 812543575 2021-10-11 PITTI GROUP WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2019 812543575 2020-10-11 PITTI GROUP WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2018 812543575 2019-10-11 PITTI GROUP WEALTH MANAGEMENT LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564
PITTI GROUP WEALTH MANAGEMENT LLC 401(K) PLAN 2017 812543575 2018-10-08 PITTI GROUP WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5853374000
Plan sponsor’s address 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, 14564

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 590 FISHERS STATION DRIVE, SUITE 110, VICTOR, NY, United States, 14564

Filings

Filing Number Date Filed Type Effective Date
160701000094 2016-07-01 CERTIFICATE OF PUBLICATION 2016-07-01
160504000630 2016-05-04 ARTICLES OF ORGANIZATION 2016-05-04

Date of last update: 23 Nov 2024

Sources: New York Secretary of State