Search icon

WERTH WEALTH PLANNING, LLC

Company Details

Name: WERTH WEALTH PLANNING, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 Dec 2018 (6 years ago)
Entity Number: 5461748
ZIP code: 13027
County: Onondaga
Place of Formation: New York
Address: 8 WEST GENESEE STREET, BALDWINSVILLE, NY, United States, 13027

DOS Process Agent

Name Role Address
WERTH WEALTH PLANNING, LLC DOS Process Agent 8 WEST GENESEE STREET, BALDWINSVILLE, NY, United States, 13027

History

Start date End date Type Value
2018-12-19 2019-12-06 Address THE WHITE HOUSE, 7030 EAST GENESEE STREET, FAYETTEVILLE, NY, 13066, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
191206000322 2019-12-06 CERTIFICATE OF CHANGE 2019-12-06
190306000183 2019-03-06 CERTIFICATE OF PUBLICATION 2019-03-06
181219010401 2018-12-19 ARTICLES OF ORGANIZATION 2018-12-19

USAspending Awards / Financial Assistance

Date:
2020-04-16
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:
13709.00
Total Face Value Of Loan:
13709.00
Date:
2018-12-06
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:
1000000.00
Total Face Value Of Loan:
1000000.00

Paycheck Protection Program

Date Approved:
2020-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
13709
Current Approval Amount:
13709
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
13770.22

Date of last update: 23 Mar 2025

Sources: New York Secretary of State