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THE WEALTH ALLIANCE, LLC

Company Details

Name: THE WEALTH ALLIANCE, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Dec 2018 (7 years ago)
Entity Number: 5455320
ZIP code: 95833
County: Suffolk
Place of Formation: Delaware
Address: 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

DOS Process Agent

Name Role Address
C/O PARACORP INCORPORATED DOS Process Agent 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, United States, 95833

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001793904
Phone:
631 670-0682

Latest Filings

Form type:
13F-HR
File number:
028-19913
Filing date:
2025-05-05
File:
Form type:
13F-HR
File number:
028-19913
Filing date:
2025-02-03
File:
Form type:
13F-HR
File number:
028-19913
Filing date:
2024-11-04
File:
Form type:
13F-HR
File number:
028-19913
Filing date:
2024-08-09
File:
Form type:
N-PX
File number:
028-19913
Filing date:
2024-08-05
File:

History

Start date End date Type Value
2018-12-07 2024-12-06 Address 2804 GATEWAY OAKS DRIVE #100, SACRAMENTO, CA, 95833, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241206002977 2024-12-06 BIENNIAL STATEMENT 2024-12-06
230102000314 2023-01-02 BIENNIAL STATEMENT 2022-12-01
210105060140 2021-01-05 BIENNIAL STATEMENT 2020-12-01
200122000452 2020-01-22 CERTIFICATE OF PUBLICATION 2020-01-22
190717000250 2019-07-17 CERTIFICATE OF AMENDMENT 2019-07-17

USAspending Awards / Financial Assistance

Date:
2020-04-15
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:
220300.00
Total Face Value Of Loan:
220300.00
Date:
2019-08-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
750000.00
Total Face Value Of Loan:
750000.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
220300
Current Approval Amount:
220300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
222334

Date of last update: 23 Mar 2025

Sources: New York Secretary of State