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WESTERBERG WEALTH MANAGEMENT, INC

Company Details

Name: WESTERBERG WEALTH MANAGEMENT, INC
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Aug 2018 (7 years ago)
Entity Number: 5395593
ZIP code: 11795
County: Suffolk
Place of Formation: New York
Address: 3 OAK NECK LANE, WEST ISLIP, NY, United States, 11795
Principal Address: 3 OAK NECK LN, WEST ISLIP, NY, United States, 11795

Shares Details

Shares issued 1500

Share Par Value 0.01

Type PAR VALUE

Chief Executive Officer

Name Role Address
RICHARD WESTERBERG Chief Executive Officer 3 OAK NECK LN, WEST ISLIP, NY, United States, 11795

Agent

Name Role Address
RICHARD E WESTERBERG Agent 3 OAK NECK LANE, WEST ISLIP, NY, 11795

DOS Process Agent

Name Role Address
RICHARD E WESTERBERG DOS Process Agent 3 OAK NECK LANE, WEST ISLIP, NY, United States, 11795

Filings

Filing Number Date Filed Type Effective Date
200803062454 2020-08-03 BIENNIAL STATEMENT 2020-08-01
180817010424 2018-08-17 CERTIFICATE OF INCORPORATION 2018-08-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5342107210 2020-04-27 0235 PPP 3 Oak Neck Lane, West Islip, NY, 11795
Loan Status Date 2022-03-18
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 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address West Islip, SUFFOLK, NY, 11795-0001
Project Congressional District NY-02
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Self-Employed Individuals
Originating Lender ID 121536
Originating Lender Name Customers Bank
Originating Lender Address Malvern, PA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21079
Forgiveness Paid Date 2021-07-09

Date of last update: 23 Mar 2025

Sources: New York Secretary of State