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Carpenter Wealth Management, LLC

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Company Details

Name: Carpenter Wealth Management, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 27 Jan 2017 (8 years ago)
Organization Date: 27 Jan 2017 (8 years ago)
Last Annual Report: 15 Apr 2024 (a year ago)
Managed By: Managers
Organization Number: 0974658
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40207
City: Louisville, Bellewood, Brownsboro Village, Brwnsboro...
Primary County: Jefferson County
Principal Office: 4500 BOWLING BLVD. SUITE 100, LOUISVILLE, KY 40207
Place of Formation: KENTUCKY

Registered Agent

Name Role
Thomas Carpenter Registered Agent

Organizer

Name Role
Thomas Carpenter Organizer

Manager

Name Role
Thomas Carpenter Wealth Management, LLC Manager

Filings

Name File Date
Annual Report 2024-04-15
Registered Agent name/address change 2024-04-15
Annual Report 2023-04-13
Principal Office Address Change 2022-08-24
Annual Report 2022-04-06

USAspending Awards / Financial Assistance

Date:
2021-01-23
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:
20800.00
Total Face Value Of Loan:
20800.00
Date:
2020-04-29
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:
-30.00
Total Face Value Of Loan:
20800.00

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20830
Current Approval Amount:
20800
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
20968.68
Date Approved:
2021-01-22
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20800
Current Approval Amount:
20800
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
20884.34

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Sources: Kentucky Secretary of State