Financial ServicesWealth ManagementActiveVerified

Costa Wealth Management

BRANDON COSTA, Principal

Costa Wealth Management LLC is a financial planning firm based in Bethel, CT, operated by Brandon Costa. The website offers personal finance organization and free consultation calls, targeting individuals seeking straightforward money management advice. The site lists a Bethel, CT location and a phone number with a 475 area code, consistent with the filing's principal address.

Filed June 29, 2026 · Bethel, CT · Fairfield County

Scout the DayOneLead fox fishing in front of a Connecticut state outline

Every new Connecticut filing, every day

See how it works

Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3470035 · Retrieved July 27, 2026

Search the registry for 3470035 ›JSON record ›

About Costa Wealth Management

COSTA WEALTH MANAGEMENT LLC filed in Connecticut on June 29, 2026, as a wealth management firm based in Bethel. Principals Brandon Costa and Bryan Costa are listed as officers, with Brandon filing personally as the registered agent. The domain was registered 46 days before filing, on May 14, 2026, through GoDaddy, and the website, built with Webflow, matches the filing. We estimate revenue between $100K and $1M with 1 to 5 employees and a brick-and-mortar footprint. No annual report or EIN on file yet.

  • Domain registered 46 days before filing, indicating recent preparation.
  • Two principals (Brandon and Bryan Costa) share ownership.
  • Website built with Webflow and confirmed to match filing.
  • We estimate revenue $100K-$1M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 23 new businesses registered in Bethel in June 2026, and the only financial services business registered there that month.

Is this business yours?

It's getting views. Claim the page for free to control what your customers see.

Claim this business

Filing Details

Entity NameCOSTA WEALTH MANAGEMENT LLC
Entity TypeLLC
Entity Number3470035
Filing DateJune 29, 2026
Principal AddressLocked
City / State / ZipBethel, CT 06801
CountyFairfield
TimezoneEastern (ET)
EIN on FileNo
WebsiteYes · domain registered 46 days before filing · registrar GoDaddy
Website BuildModern · Webflow
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1 with the same owner name
First Recorded by DayOneLeadJuly 27, 2026 (28 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
Start Free TrialVerified contact details are included with a free trial.

Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Officers / Authorized Persons

B
BRANDON COSTA
Principal
Address locked
B
BRYAN COSTA
Principal
Address locked

Frequently Asked Questions

When was Costa Wealth Management registered?

Costa Wealth Management was registered as LLC on June 29, 2026 in Connecticut.

Where is Costa Wealth Management located?

Costa Wealth Management is based in Bethel, CT, 06801, in Fairfield County.

What type of business is Costa Wealth Management?

Costa Wealth Management is classified as a financial services business (wealth management).

Does Costa Wealth Management have an EIN on file?

No EIN was found on file for Costa Wealth Management at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting

Turn fresh financial services businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›