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FAIRHAVEN WEALTH MANAGEMENT, LLC

Company Details

Entity Name: FAIRHAVEN WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 20 Oct 2014
Company Number: LLC_05011868
File Number: 05011868
Type of Management: Member Managed
Date Status Change: 24 Sep 2024
Address 104 EAST ROOSEVELT ROAD STE 10, WHEATON, 60187, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1767056 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523 630 333-9207

Filings since 2024-11-12

Form type 13F-HR
File number 028-19211
Filing date 2024-11-12
Reporting date 2024-09-30
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Filings since 2024-09-03

Form type N-PX
File number 028-19211
Filing date 2024-09-03
Reporting date 2024-06-30
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Filings since 2024-08-01

Form type 13F-HR
File number 028-19211
Filing date 2024-08-01
Reporting date 2024-06-30
File View File

Filings since 2024-05-01

Form type 13F-HR
File number 028-19211
Filing date 2024-05-01
Reporting date 2024-03-31
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Filings since 2024-02-08

Form type 13F-HR
File number 028-19211
Filing date 2024-02-08
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-19211
Filing date 2023-11-14
Reporting date 2023-09-30
File View File

Filings since 2023-08-11

Form type 13F-HR
File number 028-19211
Filing date 2023-08-11
Reporting date 2023-06-30
File View File

Filings since 2023-02-10

Form type 13F-HR
File number 028-19211
Filing date 2023-02-10
Reporting date 2022-12-31
File View File

Filings since 2022-11-10

Form type 13F-HR
File number 028-19211
Filing date 2022-11-10
Reporting date 2022-09-30
File View File

Filings since 2022-08-08

Form type 13F-HR
File number 028-19211
Filing date 2022-08-08
Reporting date 2022-06-30
File View File

Filings since 2022-05-16

Form type 13F-HR
File number 028-19211
Filing date 2022-05-16
Reporting date 2022-03-31
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Filings since 2022-01-18

Form type 13F-HR
File number 028-19211
Filing date 2022-01-18
Reporting date 2021-12-31
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Filings since 2021-11-10

Form type 13F-HR
File number 028-19211
Filing date 2021-11-10
Reporting date 2021-09-30
File View File

Filings since 2021-08-09

Form type 13F-HR
File number 028-19211
Filing date 2021-08-09
Reporting date 2021-06-30
File View File

Filings since 2021-05-13

Form type 13F-HR
File number 028-19211
Filing date 2021-05-13
Reporting date 2021-03-31
File View File

Filings since 2021-02-12

Form type 13F-HR
File number 028-19211
Filing date 2021-02-12
Reporting date 2020-12-31
File View File

Filings since 2020-11-04

Form type 13F-HR
File number 028-19211
Filing date 2020-11-04
Reporting date 2020-09-30
File View File

Filings since 2020-08-14

Form type 13F-HR
File number 028-19211
Filing date 2020-08-14
Reporting date 2020-06-30
File View File

Filings since 2020-05-05

Form type 13F-HR
File number 028-19211
Filing date 2020-05-05
Reporting date 2020-03-31
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Filings since 2020-02-07

Form type 13F-HR
File number 028-19211
Filing date 2020-02-07
Reporting date 2019-12-31
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Filings since 2019-11-15

Form type 13F-HR
File number 028-19211
Filing date 2019-11-15
Reporting date 2019-09-30
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Filings since 2019-08-13

Form type 13F-HR
File number 028-19211
Filing date 2019-08-13
Reporting date 2019-06-30
File View File

Filings since 2019-04-19

Form type 13F-HR
File number 028-19211
Filing date 2019-04-19
Reporting date 2019-03-31
File View File

Filings since 2019-02-14

Form type 13F-HR
File number 028-19211
Filing date 2019-02-14
Reporting date 2018-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2023 472674388 2024-05-07 FAIRHAVEN WEALTH MANAGEMENT, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 104 E. ROOSEVELT RD., SUITE 100, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2024-05-07
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2022 472674388 2023-08-02 FAIRHAVEN WEALTH MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 104 E. ROOSEVELT RD., SUITE 100, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2023-08-02
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2021 472674388 2022-10-04 FAIRHAVEN WEALTH MANAGEMENT, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 104 E. ROOSEVELT RD., SUITE 100, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2022-10-04
Name of individual signing GINA M HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2020 472674388 2021-06-18 FAIRHAVEN WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 104 E. ROOSEVELT RD., SUITE 100, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2021-06-18
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2019 472674388 2020-05-26 FAIRHAVEN WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 104 E. ROOSEVELT ROAD, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2020-05-26
Name of individual signing MARC HORNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-26
Name of individual signing MARC HORNER
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2018 472674388 2019-04-01 FAIRHAVEN WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2019-04-01
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-01
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2017 472674388 2018-04-03 FAIRHAVEN WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2018-04-03
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-03
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2016 472674388 2017-03-22 FAIRHAVEN WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2017-03-21
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-21
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
FAIRHAVEN WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2015 472674388 2016-03-03 FAIRHAVEN WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-09
Business code 523900
Sponsor’s telephone number 6309909000
Plan sponsor’s address 2015 SPRING ROAD, SUITE 230, OAK BROOK, IL, 60523

Signature of

Role Plan administrator
Date 2016-03-03
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-03
Name of individual signing GINA HORNBOGEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MARC HORNER, 104 E. ROOSEVELT RD., STE 100, WHEATON, 60187 Agent 2019-09-04

Member

Name and Address Role Appointment Date
HORNER, MARC, 104 E. ROOSEVELT RD. STE 100, WHEATON, IL, 60187 Member 2022-09-15

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State