| Name: | Portman Wealth Management LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 14 Apr 2016 (9 years ago) |
| Organization Date: | 14 Apr 2016 (9 years ago) |
| Last Annual Report: | 18 Feb 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 0949937 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40004 |
| City: | Bardstown |
| Primary County: | Nelson County |
| Principal Office: | 1000 Commerce Blvd., Unit B, BARDSTOWN, KY 40004 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| PATRICK D PORTMAN | Registered Agent |
| Patrick D Portman | Registered Agent |
| Name | Role |
|---|---|
| PATRICK Daniel PORTMAN | Member |
| Name | Role |
|---|---|
| Patrick D Portman | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-18 |
| Registered Agent name/address change | 2024-06-03 |
| Annual Report | 2024-06-03 |
| Principal Office Address Change | 2023-03-20 |
| Annual Report | 2023-03-20 |
| Principal Office Address Change | 2022-03-08 |
| Annual Report | 2022-03-08 |
| Registered Agent name/address change | 2022-03-08 |
| Annual Report | 2021-02-18 |
| Annual Report | 2020-05-15 |
Sources: Kentucky Secretary of State
