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FAMILY WEALTH STRATEGIES LLC

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Company Details

Name: FAMILY WEALTH STRATEGIES LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 10 Nov 2021 (4 years ago)
Organization Date: 10 Nov 2021 (4 years ago)
Last Annual Report: 05 Mar 2025 (5 months ago)
Managed By: Members
Organization Number: 1176776
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40059
City: Prospect, River Bluff
Primary County: Jefferson County
Principal Office: 5940 Timber Ridge Dr Ste 102, Prospect, KY 40059
Place of Formation: KENTUCKY

Registered Agent

Name Role
CHAMBERS, CPA LLC Registered Agent

Member

Name Role
Timothy Riney Member

Organizer

Name Role
PAUL METZLER Organizer

Form 5500 Series

Employer Identification Number (EIN):
352734231
Plan Year:
2024
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1174362 Agent - Life Active 2021-11-29 - - 2027-03-31 -
Department of Insurance DOI ID 1174362 Agent - Health Active 2021-11-29 - - 2027-03-31 -
Department of Insurance DOI ID 650676 Agent - Life Inactive 2007-03-02 - 2011-03-31 - -

Filings

Name File Date
Annual Report 2025-03-05
Annual Report 2024-02-22
Annual Report 2023-07-05
Annual Report 2022-08-04
Annual Report 2021-12-01

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Sources: Kentucky Secretary of State