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C Wealth Management LLC

Company Details

Name: C Wealth Management LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 27 Feb 2017 (8 years ago)
Organization Date: 27 Feb 2017 (8 years ago)
Last Annual Report: 11 Apr 2025 (9 days ago)
Managed By: Members
Organization Number: 0977712
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 9900 CORPORATE CAMPUS DRIVE SUITE 2100, LOUISVILLE, KY 40223
Place of Formation: KENTUCKY

Member

Name Role
Steven M Aldridge Member
Stephen C Collins Member
Karen A Parroco Member

Organizer

Name Role
Stephen C Collins Organizer
Stephen C Collins Organizer

Registered Agent

Name Role
Stephen C Collins Registered Agent
SIMON CPA & CO. PSC Registered Agent

Assumed Names

Name Status Expiration Date
CANOPUS WEALTH MANAGEMENT Inactive 2024-01-22
CANOPUS WEALTH MANAGEMENT, LLC Inactive 2023-01-19

Filings

Name File Date
Annual Report 2025-04-11
Annual Report 2024-03-28
Registered Agent name/address change 2023-05-12
Annual Report 2023-05-12
Principal Office Address Change 2022-12-02
Annual Report 2022-04-20
Annual Report 2021-04-15
Annual Report 2020-06-02
Annual Report Amendment 2019-12-02
Registered Agent name/address change 2019-12-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4863257101 2020-04-13 0457 PPP 9900 Corporate Campus Drive Suite 3000, LOUISVILLE, KY, 40223-4032
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28300
Loan Approval Amount (current) 28300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40223-4032
Project Congressional District KY-03
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 28485.52
Forgiveness Paid Date 2020-12-15

Sources: Kentucky Secretary of State