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PERSONALIZED WEALTH MANAGEMENT, LLC

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Company Details

Name: PERSONALIZED WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 16 May 2018 (7 years ago)
Entity Number: 5342782
ZIP code: 11772
County: Suffolk
Place of Formation: New York
Address: 7 CHERRY LANE, E PATCHOGUE, NY, United States, 11772

DOS Process Agent

Name Role Address
PERSONALIZED WEALTH MANAGEMENT, LLC DOS Process Agent 7 CHERRY LANE, E PATCHOGUE, NY, United States, 11772

Filings

Filing Number Date Filed Type Effective Date
180810000360 2018-08-10 CERTIFICATE OF PUBLICATION 2018-08-10
180516010433 2018-05-16 ARTICLES OF ORGANIZATION 2018-05-16

USAspending Awards / Financial Assistance

Date:
2020-06-09
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:
20000.00
Total Face Value Of Loan:
20000.00
Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-06-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20000
Current Approval Amount:
20000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
20246.03

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State