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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 (18 years ago)
Organization Date: 11 Jan 2007 (18 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

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
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

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

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

Business Information

Activation Date:
2024-10-29
Initial Registration Date:
2007-03-09

Form 5500 Series

Employer Identification Number (EIN):
455599162
Plan Year:
2023
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
26
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
29
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:

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
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
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
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
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
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
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
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
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

Date Approved:
2021-04-02
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
712540.98
Current Approval Amount:
712540.98
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
716677.68

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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

Sources: Kentucky Secretary of State