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  5. WISDOM TREE TECHNOLOGIES LLC

WISDOM TREE TECHNOLOGIES LLC

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Company Details

Name: WISDOM TREE TECHNOLOGIES LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 11 Jan 2007 (19 years ago)
Organization Date: 11 Jan 2007 (19 years ago)
Last Annual Report: 21 May 2024 (a year ago)
Managed By: Managers
Organization Number: 0654794
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 42071
City: Murray
Primary County: Calloway County
Principal Office: 926 N. 16TH STREET, MURRAY, KY 42071
Place of Formation: KENTUCKY

Registered Agent

Name Role
SCOTT ALLEN Registered Agent

Manager

Name Role
SCOTT R. ALLEN Manager

Organizer

Name Role
SCOTT R. ALLEN Organizer
GREGORY D. POE Organizer

Incorporator

Name Role
SCOTT RANDALL ALLEN Incorporator

Links between entities

Type:
Headquarter of
Company Number:
20251534330
State:
COLORADO
COLORADO profile:
WISDOM TREE TECHNOLOGIES LLC (CO)

U.S. Small Business Administration Profile

Website:
http://www.wttnae.com
Phone Number:
270-761-8733
E-mail Address:
wttinc@murray-ky.net
Fax Number:
270-761-8734
Contact Person:
SCOTT ALLEN
Ownership and Self-Certifications:
Native American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran
Capabilities Statement Link:
https://certify.sba.gov/capabilities/SGQRQYCNHSH1
User ID:
P0847282

Unique Entity ID

Unique Entity ID:
SGQRQYCNHSH1
CAGE Code:
4PHS4
UEI Expiration Date:
2025-10-28

Business Information

URL:
http://www.wttnae.com
Activation Date:
2024-10-29
Initial Registration Date:
2007-03-09

Commercial and government entity program

CAGE number:
4PHS4
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2025-05-13
CAGE Expiration:
2029-10-29
SAM Expiration:
2025-10-28

Contact Information

POC:
SCOTT R.. ALLEN
Corporate URL:
http://www.wttnae.com

Form 5500 Series

Employer Identification Number (EIN):
455599162
Plan Year:
2024
Number Of Participants:
5
Sponsors Telephone Number:
2707618733
File:
View File
Plan Year:
2023
Number Of Participants:
1
Sponsors Telephone Number:
2707618733
File:
View File
Plan Year:
2023
Number Of Participants:
26
Sponsors Telephone Number:
2707618733
File:
View File
Plan Year:
2022
Number Of Participants:
1
Sponsors Telephone Number:
2707618733
File:
View File
Plan Year:
2022
Number Of Participants:
29
Sponsors Telephone Number:
2707618733
File:
View File

Former Company Names

Name Action
WISDOM TREE TECHNOLOGIES INC. Type Conversion

Filings

Name File Date
Annual Report 2024-05-21
Annual Report 2023-03-17
Annual Report 2022-05-17
Annual Report 2021-09-03
Annual Report 2020-06-03

USAspending Awards / Contracts

Procurement Instrument Identifier:
36C25520D0003
Link:
View Award on USAspending website
Award Or Idv Flag:
IDV
Action Obligation:
0.00
Base And All Options Value:
0.00
Awarding Agency Name:
Department of Veterans Affairs
Performance Start Date:
2020-01-01
Description:
CRNA SERVICES FOR KC VAMC, KANSAS CITY, MO, UPDATE KEY ROSTER
Naics Code:
621399: OFFICES OF ALL OTHER MISCELLANEOUS HEALTH PRACTITIONERS
Product Or Service Code:
Q501: MEDICAL- ANESTHESIOLOGY
Procurement Instrument Identifier:
36C25520N0034
Link:
View Award on USAspending website
Award Or Idv Flag:
AWARD
Award Type:
DELIVERY ORDER
Action Obligation:
271835.20
Base And Exercised Options Value:
271835.20
Base And All Options Value:
271835.20
Awarding Agency Name:
Department of Veterans Affairs
Performance Start Date:
2020-01-01
Description:
CRNA SERVICES FOR KC VAMC BASE YR TASK ORDER
Naics Code:
621399: OFFICES OF ALL OTHER MISCELLANEOUS HEALTH PRACTITIONERS
Product Or Service Code:
Q501: MEDICAL- ANESTHESIOLOGY
Procurement Instrument Identifier:
W912J219C0002
Link:
View Award on USAspending website
Award Or Idv Flag:
AWARD
Award Type:
DEFINITIVE CONTRACT
Action Obligation:
304136.95
Base And Exercised Options Value:
304136.95
Base And All Options Value:
0.00
Awarding Agency Name:
Department of Defense
Performance Start Date:
2019-09-30
Description:
BEHAVIORAL HEALTH SERVICES - OPTION
Naics Code:
624230: EMERGENCY AND OTHER RELIEF SERVICES
Product Or Service Code:
Q519: MEDICAL- PSYCHIATRY

USAspending Awards / Financial Assistance

Date:
2021-04-02
Link:
View on USAspending
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:
712540.98
Total Face Value Of Loan:
712540.98
Date:
2020-07-02
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-19
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
15000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2012-12-06
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
PATRIOT EXPRESS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2011-04-27
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
PATRIOT EXPRESS
Obligated Amount:
0.00
Face Value Of Loan:
350000.00
Total Face Value Of Loan:
350000.00

Paycheck Protection Program

Jobs Reported:
107
Initial Approval Amount:
$712,540.98
Date Approved:
2021-04-02
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$712,540.98
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$716,677.68
Servicing Lender:
FNB Bank, Inc.
Use of Proceeds:
Payroll: $712,537.98
Utilities: $1

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Government Spending

Branch Date of Service Fiscal Year Cabinet Department Classification Item Name Amount
Executive 2024-09-11 2025 Cabinet for Economic Development Econ Dev - Office Of The Secretary Misc Commodities & Other Exp Promotional Entertainment Exp 3638.31
Executive 2024-09-05 2025 Cabinet for Economic Development Econ Dev - Office Of The Secretary Misc Commodities & Other Exp Promotional Entertainment Exp 350

Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
KSBTC - Kentucky Small Business Tax Credit Inactive 17.66 $20,075 $3,500 5 1 2015-04-30 Final

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Related by address

926 N. 16TH STREET, MURRAY, KY 42071

TERAHIVE, LLC

Sources: Kentucky Secretary of State

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