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WTZ WEALTH MANAGEMENT, INC.

Company Details

Name: WTZ WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 26 Sep 2014 (10 years ago)
Entity Number: 4642449
ZIP code: 13057
County: Onondaga
Place of Formation: New York
Address: 5760 COMMONS PARK DRIVE, EAST SYRACUSE, NY, United States, 13057

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 5760 COMMONS PARK DRIVE, EAST SYRACUSE, NY, United States, 13057

Filings

Filing Number Date Filed Type Effective Date
140926000267 2014-09-26 CERTIFICATE OF INCORPORATION 2014-09-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3857757304 2020-04-29 0248 PPP 5760 Commons Park Drive, East Syracuse, NY, 13057
Loan Status Date 2021-03-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33800
Loan Approval Amount (current) 33800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address East Syracuse, ONONDAGA, NY, 13057-0001
Project Congressional District NY-22
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34062.07
Forgiveness Paid Date 2021-02-09

Date of last update: 08 Mar 2025

Sources: New York Secretary of State