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ALLSQUARE WEALTH MANAGEMENT, LLC

Company Details

Name: ALLSQUARE WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 26 Mar 2010 (15 years ago)
Entity Number: 3929591
ZIP code: 07631
County: Albany
Place of Formation: New York
Address: 61 W PALISADE AVENUE, ENGLEWOOD, NJ, United States, 07631

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 61 W PALISADE AVENUE, ENGLEWOOD, NJ, United States, 07631

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:
0001633674
Phone:
5184568900

Latest Filings

Form type:
13F-HR
File number:
028-16491
Filing date:
2025-05-06
File:
Form type:
13F-HR
File number:
028-16491
Filing date:
2025-02-11
File:
Form type:
13F-HR
File number:
028-16491
Filing date:
2024-11-13
File:
Form type:
N-PX
File number:
028-16491
Filing date:
2024-08-12
File:
Form type:
13F-HR
File number:
028-16491
Filing date:
2024-08-12
File:

Form 5500 Series

Employer Identification Number (EIN):
273195672
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
6
Sponsors Telephone Number:

Filings

Filing Number Date Filed Type Effective Date
100628000073 2010-06-28 CERTIFICATE OF PUBLICATION 2010-06-28
100326000576 2010-03-26 ARTICLES OF ORGANIZATION 2010-03-26

USAspending Awards / Financial Assistance

Date:
2020-04-09
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:
98100.00
Total Face Value Of Loan:
98100.00

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
98100
Current Approval Amount:
98100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
98619.17

Date of last update: 27 Mar 2025

Sources: New York Secretary of State