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WESTCHESTER WEALTH ADVISORS, LLC

Company Details

Name: WESTCHESTER WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Jul 2007 (18 years ago)
Entity Number: 3547845
ZIP code: 10573
County: Westchester
Place of Formation: New York
Address: ROBERT E MANN, 800 WESTCHESTER AVE 641N, RYE BROOK, NY, United States, 10573

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent ROBERT E MANN, 800 WESTCHESTER AVE 641N, RYE BROOK, NY, United States, 10573

History

Start date End date Type Value
2007-07-25 2009-06-17 Address 3 ARMONK HEIGHTS RD., ARMONK, NY, 10504, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
140909006331 2014-09-09 BIENNIAL STATEMENT 2013-07-01
110719002481 2011-07-19 BIENNIAL STATEMENT 2011-07-01
090617002464 2009-06-17 BIENNIAL STATEMENT 2009-07-01
080108000522 2008-01-08 CERTIFICATE OF PUBLICATION 2008-01-08
070725000700 2007-07-25 ARTICLES OF ORGANIZATION 2007-07-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4667687703 2020-05-01 0202 PPP 800 WESTCHESTER AVE SUITE 641 NORTH, RYE BROOK, NY, 10573
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6935
Loan Approval Amount (current) 6935
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address RYE BROOK, WESTCHESTER, NY, 10573-0001
Project Congressional District NY-16
Number of Employees 1
NAICS code -
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 7000.55
Forgiveness Paid Date 2021-04-22

Date of last update: 28 Mar 2025

Sources: New York Secretary of State