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  5. Transitions Wealth Management, LLC

Transitions Wealth Management, LLC

Company Details

Name: Transitions Wealth Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 12 Nov 1998 (26 years ago)
Entity Number: 19981201294
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 4600 S Ulster St Ste 1050 Denver CO 80237 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2023 841483103 2024-12-23 TRANSITIONS WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S. ULSTER ST., SUITE 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2024-12-23
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2023 841483103 2024-07-25 TRANSITIONS WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S ULSTER ST. STE. 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2024-07-25
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-25
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2022 841483103 2023-06-14 TRANSITIONS WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S ULSTER ST. STE. 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2023-06-14
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-14
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2021 841483103 2022-06-20 TRANSITIONS WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S ULSTER ST. STE. 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2022-06-20
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-20
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2020 841483103 2021-09-10 TRANSITIONS WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S ULSTER ST. STE. 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2021-09-10
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-10
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
TRANSITIONS WEALTH MANAGEMENT EMPLOYEE BENEFIT PLAN 2019 841483103 2020-07-15 TRANSITIONS WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 3032214867
Plan sponsor’s address 4600 S ULSTER ST. STE. 1050, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-15
Name of individual signing BRUCE BENDELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRUCE R BENDELL Agent 4600 S Ulster St Ste 1050 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248130308 File Report 2024-10-23 2024-10-23 No data Principal address changed, Change in registered agent information
20238108631 File Report 2023-10-23 2023-10-23 No data Principal address changed, Change in registered agent information
20228036300 File Report 2022-10-24 2022-10-24 No data Principal address changed, Change in registered agent information
20218002685 File Report 2021-10-23 2021-10-23 No data No data
20201906020 File Report 2020-10-23 2020-10-23 No data No data
20201631333 Amend and Restate Articles of Organization for an LLC 2020-07-23 2020-07-23 No data No data
20191868608 File Report 2019-10-29 2019-10-29 No data Change of Registered Agent Address / Change of Entity Address
20181832781 File Report 2018-10-23 2018-10-23 No data No data
20171844240 Statement Curing Delinquency 2017-11-09 2017-11-09 Transitions Wealth Management, LLC No data
20141641413 File Report 2014-10-23 2014-10-23 No data Change of Registered Agent

Related by officers

No related officers

Related by address

4600 S Ulster St Ste 1050 Denver CO 80237 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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