Search icon

CAPITAL WEALTH MANAGEMENT, LLC

Company Details

Name: CAPITAL WEALTH MANAGEMENT, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Jul 2009 (16 years ago)
Organization Date: 02 Jul 2009 (16 years ago)
Last Annual Report: 24 Feb 2025 (2 months ago)
Managed By: Members
Organization Number: 0733116
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40059
City: Prospect, River Bluff
Primary County: Jefferson County
Principal Office: 11300 Spring Hollow Court, Prospect, KY, KY 40059
Place of Formation: KENTUCKY

Registered Agent

Name Role
BRENT GORTER Registered Agent

Member

Name Role
Brent Allen Gorter Member

Organizer

Name Role
BRENT A. GORTER Organizer
BRADLEY S. RUCH Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 717178 Agent - Variable Life and Variable Annuities Denied - - - - -
Department of Insurance DOI ID 717178 Agent - Life Pending Replacement 2021-11-23 - - 2025-03-31 -
Department of Insurance DOI ID 717178 Agent - Health Pending Replacement 2021-11-23 - - 2025-03-31 -

Filings

Name File Date
Registered Agent name/address change 2025-02-24
Annual Report 2025-02-24
Annual Report 2024-03-14
Principal Office Address Change 2024-03-14
Annual Report 2023-05-01
Annual Report 2022-02-15
Annual Report 2021-02-17
Annual Report 2020-03-24
Annual Report 2019-03-29
Annual Report 2018-04-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5993267205 2020-04-27 0457 PPP 436 s 7TH St, Louisville, KY, 40203-1966
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8400
Loan Approval Amount (current) 8400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40203-1966
Project Congressional District KY-03
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 8459.73
Forgiveness Paid Date 2021-01-14

Sources: Kentucky Secretary of State