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  5. SHR WEALTH MANAGEMENT LLC

SHR WEALTH MANAGEMENT LLC

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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

USAspending Awards / Financial Assistance

Date:
2021-04-30
Link:
View on USAspending
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:
15000.00
Total Face Value Of Loan:
15000.00
Date:
2020-06-24
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
128400.00
Total Face Value Of Loan:
128400.00
Date:
2020-05-13
Link:
View on USAspending
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:
20833.00
Total Face Value Of Loan:
20833.00

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$15,000
Date Approved:
2021-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$15,000
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$15,089.59
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $14,997
Utilities: $1
Jobs Reported:
1
Initial Approval Amount:
$20,833
Date Approved:
2020-05-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,833
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$21,103.54
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $20,833

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ALEX KIM

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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