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WEST WEALTH MANAGEMENT

Company Details

Name: WEST WEALTH MANAGEMENT
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Feb 2010 (15 years ago)
Organization Date: 09 Feb 2010 (15 years ago)
Last Annual Report: 18 Feb 2025 (3 months ago)
Managed By: Members
Organization Number: 0756139
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41075
City: Fort Thomas, Kenton Vale, Newport
Primary County: Campbell County
Principal Office: 20 NORTH GRAND AVENUE, SUITE 3, FT THOMAS, KY 41075
Place of Formation: KENTUCKY

Registered Agent

Name Role
DENNIS M. WEST Registered Agent

Member

Name Role
Dennis M West Member

Organizer

Name Role
DENNIS M. WEST Organizer

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-04-10
Annual Report 2023-03-16
Annual Report 2022-03-08
Annual Report 2021-04-17
Annual Report 2020-04-13
Annual Report 2019-04-18
Annual Report 2018-04-12
Annual Report 2017-03-14
Annual Report 2016-04-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6785637710 2020-05-01 0457 PPP 20 N GRAND AVE, FORT THOMAS, KY, 41075-1755
Loan Status Date 2022-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 26300
Loan Approval Amount (current) 26300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address FORT THOMAS, CAMPBELL, KY, 41075-1755
Project Congressional District KY-04
Number of Employees 1
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21107.3
Forgiveness Paid Date 2023-05-08

Sources: Kentucky Secretary of State