| Name: | Wealth Management Advisors, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 23 Oct 2014 (10 years ago) |
| Organization Date: | 23 Oct 2014 (10 years ago) |
| Last Annual Report: | 25 Jun 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 0900442 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40507 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 444 EAST MAIN STREET. SUITE 202, LEXINGTON, KY 40507 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS LLC CBS BENEFIT PLAN | 2023 | 472155408 | 2024-12-30 | WEALTH MANAGEMENT ADVISORS LLC | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2022-06-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8594927405 |
| Plan sponsor’s address | 444 EAST MAIN STREET SUITE 202, LEXINGTON, KY, 40507 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| Tammy Doyle Farley | Registered Agent |
| Name | Role |
|---|---|
| TAMMY D FARLEY | Member |
| NATHAN D SLYH | Member |
| Sagacity Holdings, LLC | Member |
| Name | Role |
|---|---|
| Tammy Doyle Farley | Organizer |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 1026365 | Agent - Life | Inactive | 2019-01-23 | - | 2022-05-17 | - | - |
| Name | Status | Expiration Date |
|---|---|---|
| ACUITY WEALTH MANAGEMENT ADVISORS | Inactive | 2024-05-14 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-25 |
| Annual Report | 2023-06-05 |
| Registered Agent name/address change | 2023-06-05 |
| Principal Office Address Change | 2022-06-22 |
| Annual Report | 2022-06-22 |
| Annual Report | 2021-05-20 |
| Annual Report | 2020-06-10 |
| Certificate of Assumed Name | 2019-05-14 |
| Annual Report | 2019-04-25 |
| Annual Report | 2018-04-19 |
Sources: Kentucky Secretary of State
