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WEALTH MANAGEMENT STRATEGIES, INC.

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Company Details

Name: WEALTH MANAGEMENT STRATEGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 07 Feb 1995 (30 years ago)
Entity Number: 1892228
ZIP code: 02631
County: Nassau
Place of Formation: New York
Address: 137 Regatta Road, Brewster, MA, United States, 02631

Shares Details

Shares issued 20000

Share Par Value 0.1

Type PAR VALUE

DOS Process Agent

Name Role Address
CRAIG MARSON DOS Process Agent 137 Regatta Road, Brewster, MA, United States, 02631

Chief Executive Officer

Name Role Address
ROBERT GUTHERMAN Chief Executive Officer 137 REGATTA ROAD, BREWSTER, MA, United States, 02631

History

Start date End date Type Value
2025-02-13 2025-02-13 Address 3 DAVIS LANE, HARWICH PORT, MA, 02646, USA (Type of address: Chief Executive Officer)
2025-02-13 2025-02-13 Address 137 REGATTA ROAD, BREWSTER, MA, 02631, USA (Type of address: Chief Executive Officer)
2023-03-07 2023-03-07 Address 3 DAVIS LANE, HARWICH PORT, MA, 02646, USA (Type of address: Chief Executive Officer)
2023-03-07 2023-03-07 Address 137 REGATTA ROAD, BREWSTER, MA, 02631, USA (Type of address: Chief Executive Officer)
2023-03-07 2025-02-13 Shares Share type: PAR VALUE, Number of shares: 20000, Par value: 0.1

Filings

Filing Number Date Filed Type Effective Date
250213002375 2025-02-13 BIENNIAL STATEMENT 2025-02-13
230307002219 2023-03-07 BIENNIAL STATEMENT 2023-02-01
221216001847 2022-12-16 BIENNIAL STATEMENT 2021-02-01
201211060515 2020-12-11 BIENNIAL STATEMENT 2019-02-01
170202007425 2017-02-02 BIENNIAL STATEMENT 2017-02-01

USAspending Awards / Financial Assistance

Date:
2020-04-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
41667.00
Total Face Value Of Loan:
41667.00

Paycheck Protection Program

Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
41667
Current Approval Amount:
41667
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
42022.03

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Date of last update: 14 Mar 2025

Sources: New York Secretary of State