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DERMANN & SMITH PERSONAL WEALTH MANAGEMENT, L.L.C.

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Company Details

Name: DERMANN & SMITH PERSONAL WEALTH MANAGEMENT, L.L.C.
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 20 Jun 2002 (23 years ago)
Organization Date: 20 Jun 2002 (23 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Managed By: Managers
Organization Number: 0539325
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 535 WELLINGTON WAY, SUITE 260, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

Registered Agent

Name Role
STEPHEN G. AMATO Registered Agent

Manager

Name Role
Amy Smith Harper Manager

Organizer

Name Role
AMY LOUISE SMITH Organizer
WILLIAM K. DERMANN Organizer

Form 5500 Series

Employer Identification Number (EIN):
320018164
Plan Year:
2010
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2009
Number Of Participants:
3
Sponsors Telephone Number:

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-03-16
Annual Report 2022-03-05
Annual Report 2021-02-09
Annual Report 2020-02-12

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Sources: Kentucky Secretary of State