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INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Company Details

Name: INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Dec 2007 (17 years ago)
Entity Number: 3600154
ZIP code: 14221
County: Erie
Place of Formation: Delaware
Address: 305 SPINDRIFT DR, 305, WILLIAMSVILLE, NY, United States, 14221

DOS Process Agent

Name Role Address
MIKE LOMAS DOS Process Agent 305 SPINDRIFT DR, 305, WILLIAMSVILLE, NY, United States, 14221

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001818391
Phone:
7165688560

Latest Filings

Form type:
13F-HR
File number:
028-24522
Filing date:
2025-04-23
File:
Form type:
SCHEDULE 13G
Filing date:
2025-02-14
File:
Form type:
13F-HR
File number:
028-24522
Filing date:
2025-02-11
File:
Form type:
13F-HR
File number:
028-24522
Filing date:
2024-12-19
File:
Form type:
13F-HR
File number:
028-24522
Filing date:
2024-12-19
File:

Form 5500 Series

Employer Identification Number (EIN):
261316413
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2007-12-03 2019-12-03 Address ATTN: MICHAEL LOMAS MANAGER, 6631 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
191203062198 2019-12-03 BIENNIAL STATEMENT 2019-12-01
171205006275 2017-12-05 BIENNIAL STATEMENT 2017-12-01
151202006960 2015-12-02 BIENNIAL STATEMENT 2015-12-01
140103006129 2014-01-03 BIENNIAL STATEMENT 2013-12-01
120110002624 2012-01-10 BIENNIAL STATEMENT 2011-12-01

USAspending Awards / Financial Assistance

Date:
2020-05-21
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:
59820.00
Total Face Value Of Loan:
135660.00

Paycheck Protection Program

Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
75840
Current Approval Amount:
135660
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
136652.36

Date of last update: 28 Mar 2025

Sources: New York Secretary of State