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WEALTH MANAGEMENT ASSOCIATES, LLC

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Company Details

Name: WEALTH MANAGEMENT ASSOCIATES, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jan 2004 (22 years ago)
Entity Number: 3003115
ZIP code: 11976
County: Suffolk
Place of Formation: Delaware
Address: PO BOX 480, WATER MILL, NY, United States, 11976

DOS Process Agent

Name Role Address
WEALTH MANAGEMENT ASSOCIATES, LLC DOS Process Agent PO BOX 480, WATER MILL, NY, United States, 11976

Form 5500 Series

Employer Identification Number (EIN):
043782664
Plan Year:
2024
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
11
Sponsors Telephone Number:

History

Start date End date Type Value
2016-08-01 2023-04-14 Address POB 778, CUTCHOGUE, NY, 11925, USA (Type of address: Service of Process)
2004-01-22 2016-08-01 Address 693 SCUTTLE HOLE ROAD, WATER MILL, NY, 11976, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230414004411 2023-04-14 BIENNIAL STATEMENT 2022-01-01
160801000722 2016-08-01 CERTIFICATE OF CHANGE 2016-08-01
040122000281 2004-01-22 APPLICATION OF AUTHORITY 2004-01-22

USAspending Awards / Financial Assistance

Date:
2021-03-16
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:
97525.00
Total Face Value Of Loan:
97525.00

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$97,525
Date Approved:
2021-03-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$97,525
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$98,547.12
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $97,520
Utilities: $1

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State