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SHR WEALTH MANAGEMENT LLC

Company Details

Name: SHR WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 May 2018 (7 years ago)
Entity Number: 5342093
ZIP code: 11803
County: Nassau
Place of Formation: New York
Address: 23 ELEANOR ROAD, PLAINVIEW, NY, United States, 11803

DOS Process Agent

Name Role Address
ALEX KIM DOS Process Agent 23 ELEANOR ROAD, PLAINVIEW, NY, United States, 11803

History

Start date End date Type Value
2018-05-15 2024-05-03 Address 23 ELEANOR ROAD, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240503001122 2024-05-03 BIENNIAL STATEMENT 2024-05-03
180515010657 2018-05-15 ARTICLES OF ORGANIZATION 2018-05-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5725578901 2021-04-30 0235 PPP 1615 Northern Blvd, Manhasset, NY, 11030-3008
Loan Status Date 2022-01-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15000
Loan Approval Amount (current) 15000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Manhasset, NASSAU, NY, 11030-3008
Project Congressional District NY-03
Number of Employees 1
NAICS code 524210
Borrower Race Asian
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 15089.59
Forgiveness Paid Date 2021-12-08
5717997401 2020-05-13 0235 PPP 1615 Northern blvd suite 304, manhasset, NY, 11030
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833
Loan Approval Amount (current) 20833
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address manhasset, NASSAU, NY, 11030-0001
Project Congressional District NY-03
Number of Employees 1
NAICS code 523930
Borrower Race Asian
Borrower Ethnicity Not Hispanic or Latino
Business Type Self-Employed Individuals
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 21103.54
Forgiveness Paid Date 2021-09-01

Date of last update: 23 Mar 2025

Sources: New York Secretary of State