Carpenter Wealth Management, LLC

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

Name	Role
Thomas Carpenter	Registered Agent

Name	Role
Thomas Carpenter	Organizer

Name	Role
Thomas Carpenter Wealth Management, LLC	Manager

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
Annual Report	2021-04-14
Annual Report	2020-04-18
Annual Report	2019-06-10
Annual Report	2018-05-27

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

3353758307

2021-01-22

0457

PPS

4965 US Highway 42 Ste 1000, Louisville, KY, 40222-6375

Loan Status Date	2021-07-13
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	20800
Loan Approval Amount (current)	20800
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27569
Servicing Lender Name	Stock Yards Bank & Trust Company
Servicing Lender Address	1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Louisville, JEFFERSON, KY, 40222-6375
Project Congressional District	KY-03
Number of Employees	1
NAICS code	454390
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	27569
Originating Lender Name	Stock Yards Bank & Trust Company
Originating Lender Address	LOUISVILLE, KY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	20884.34
Forgiveness Paid Date	2021-06-28

6960167001

2020-04-07

0457

PPP

4965 US HIGHWAY 42 STE 1000, LOUISVILLE, KY, 40222-6375

Loan Status Date	2021-03-09
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	20830
Loan Approval Amount (current)	20800
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27569
Servicing Lender Name	Stock Yards Bank & Trust Company
Servicing Lender Address	1040 E Main St, LOUISVILLE, KY, 40206-1856
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	LOUISVILLE, JEFFERSON, KY, 40222-6375
Project Congressional District	KY-03
Number of Employees	1
NAICS code	523999
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Limited Liability Company(LLC)
Originating Lender ID	27569
Originating Lender Name	Stock Yards Bank & Trust Company
Originating Lender Address	LOUISVILLE, KY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	20968.68
Forgiveness Paid Date	2021-02-04