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CLUTE WEALTH MANAGEMENT, LLC

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Company Details

Name: CLUTE WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 03 Jan 2012 (13 years ago)
Entity Number: 4183338
ZIP code: 12901
County: Clinton
Place of Formation: New York
Address: 152 TOM MILLER ROAD, PLATTSBURGH, NY, United States, 12901

DOS Process Agent

Name Role Address
CLUTE WEALTH MANAGEMENT, LLC DOS Process Agent 152 TOM MILLER ROAD, PLATTSBURGH, NY, United States, 12901

Links between entities

Type:
Headquarter of
Company Number:
M21000006992
State:
FLORIDA

Form 5500 Series

Employer Identification Number (EIN):
454167723
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
7
Sponsors Telephone Number:

History

Start date End date Type Value
2012-01-03 2024-01-24 Address 152 TOM MILLER ROAD, PLATTSBURGH, NY, 12901, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240124001191 2024-01-24 BIENNIAL STATEMENT 2024-01-24
220131001022 2022-01-31 BIENNIAL STATEMENT 2022-01-31
200124060122 2020-01-24 BIENNIAL STATEMENT 2020-01-01
180126006064 2018-01-26 BIENNIAL STATEMENT 2018-01-01
160105006976 2016-01-05 BIENNIAL STATEMENT 2016-01-01

USAspending Awards / Financial Assistance

Date:
2020-04-29
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:
99564.35
Total Face Value Of Loan:
99564.35

Trademarks Section

Serial Number:
85064228
Mark:
FINANCIAL STRATEGIES FOR WOMEN IN TRANSITION
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-06-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL STRATEGIES FOR WOMEN IN TRANSITION

Goods And Services

For:
Financial services, namely, wealth management services; Investment advisory services; Investment consultation; Investment of funds for others
First Use:
2007-04-09
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
99564.35
Current Approval Amount:
99564.35
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
100292.67

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State