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FUNDAMENTAL WEALTH MANAGEMENT, LLC

Company Details

Name: FUNDAMENTAL WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Dec 2014 (10 years ago)
Entity Number: 4679070
ZIP code: 14048
County: Chautauqua
Place of Formation: New York
Address: 4867WEST LAKE RD STE 3, DUNKIRK, NY, United States, 14048

DOS Process Agent

Name Role Address
FUNDAMENTAL WEALTH MANAGEMENT LLC DOS Process Agent 4867WEST LAKE RD STE 3, DUNKIRK, NY, United States, 14048

History

Start date End date Type Value
2014-12-11 2020-10-27 Address 151 N PORTAGE ST., WESTFIELD, NY, 14787, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
221020002497 2022-10-20 BIENNIAL STATEMENT 2020-12-01
201027060131 2020-10-27 BIENNIAL STATEMENT 2018-12-01
150211000527 2015-02-11 CERTIFICATE OF PUBLICATION 2015-02-11
141211000832 2014-12-11 ARTICLES OF ORGANIZATION 2014-12-11

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:
49735.00
Total Face Value Of Loan:
49735.00

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
49735
Current Approval Amount:
49735
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
50076.24

Date of last update: 25 Mar 2025

Sources: New York Secretary of State