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Magnate Wealth Management LLC

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Company Details

Name: Magnate Wealth Management LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 04 Feb 2016 (9 years ago)
Organization Date: 04 Feb 2016 (9 years ago)
Last Annual Report: 10 Mar 2025 (3 months ago)
Managed By: Members
Organization Number: 0943439
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 400 BLANKENBAKER PARKWAY, STE 100, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

Registered Agent

Name Role
BRENT A. GORTER Registered Agent
James Curry Nicholson Registered Agent

Member

Name Role
Brent Allen Gorter Member
James Curry Nicholson Member

Organizer

Name Role
James Curry Nicholson 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 1237055 Agent - Life Active 2024-06-18 - - 2026-03-31 -
Department of Insurance DOI ID 1237055 Agent - Health Active 2024-06-18 - - 2026-03-31 -

Filings

Name File Date
Annual Report 2025-03-10
Annual Report 2024-03-14
Annual Report 2023-05-03
Annual Report 2022-05-18
Annual Report 2021-02-16

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
32100.00
Total Face Value Of Loan:
32100.00

Trademarks

Serial Number:
86946873
Mark:
MAGNATE WEALTH MANAGEMENT
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2016-03-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MAGNATE WEALTH MANAGEMENT

Goods And Services

For:
Financial planning and investment advisory services; financial services, namely, wealth management services; financial advisory and consultancy services; financial analysis and research services; financial consulting services in the field of planned giving for non-profit and charitable organizations...
First Use:
2016-10-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
32100
Current Approval Amount:
32100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
32385.33

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Sources: Kentucky Secretary of State