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RUSSELL WEALTH MANAGEMENT, INC.

Company Details

Name: RUSSELL WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 18 Feb 2009 (16 years ago)
Entity Number: 3775928
ZIP code: 14226
County: Erie
Place of Formation: New York
Address: 42 SOUTH DRUVE, AMHERST, NY, United States, 14226
Principal Address: 534 DELAWARE AVENUE, #101, BUFFALO, NY, United States, 14202

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
DAVID L RUSSELL DOS Process Agent 42 SOUTH DRUVE, AMHERST, NY, United States, 14226

Chief Executive Officer

Name Role Address
DAVID L RUSSELL Chief Executive Officer 534 DELAWARE AVE, #101, BUFFALO, NY, United States, 14202

Filings

Filing Number Date Filed Type Effective Date
130226002092 2013-02-26 BIENNIAL STATEMENT 2013-02-01
110228002725 2011-02-28 BIENNIAL STATEMENT 2011-02-01
090218000102 2009-02-18 CERTIFICATE OF INCORPORATION 2009-02-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8551667301 2020-05-01 0296 PPP 534 Delaware Ave, Buffalo, NY, 14202
Loan Status Date 2021-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 50000
Loan Approval Amount (current) 50000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 113190
Servicing Lender Name American Express National Bank
Servicing Lender Address 115 West Towne Ridge Parkway, Sandy, UT, 84070
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Buffalo, ERIE, NY, 14202-1000
Project Congressional District NY-26
Number of Employees 4
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 113190
Originating Lender Name American Express National Bank
Originating Lender Address Sandy, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 50468.49
Forgiveness Paid Date 2021-04-13
1299148703 2021-03-27 0296 PPS 6790 Main St Ste 120, Williamsville, NY, 14221-6084
Loan Status Date 2022-05-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 67449.11
Loan Approval Amount (current) 67449
Undisbursed Amount 0
Franchise Name -
Lender Location ID 499141
Servicing Lender Name Readycap Lending, LLC
Servicing Lender Address 200 Connell Drive Suite 4000, BERKELEY HEIGHTS, NJ, 07922
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Williamsville, ERIE, NY, 14221-6084
Project Congressional District NY-26
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 499141
Originating Lender Name Readycap Lending, LLC
Originating Lender Address BERKELEY HEIGHTS, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 68149.36
Forgiveness Paid Date 2022-04-21

Date of last update: 27 Mar 2025

Sources: New York Secretary of State