| Name: | PHELPS WEALTH MANAGEMENT LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 28 Dec 2023 (a year ago) |
| Organization Date: | 28 Dec 2023 (a year ago) |
| Last Annual Report: | 03 Apr 2025 (17 days ago) |
| Managed By: | Managers |
| Organization Number: | 1329299 |
| Industry: | Holding and other Investment Offices |
| Number of Employees: | Small (0-19) |
| ZIP code: | 42301 |
| City: | Owensboro, Saint Joseph, St Joseph, Stanley |
| Primary County: | Daviess County |
| Principal Office: | 1925 Frederica Street, Suite 110, Owensboro, KY 42301 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| James A. Phelps, Jr. | Registered Agent |
| Name | Role |
|---|---|
| James A Phelps, Jr | Manager |
| Name | Role |
|---|---|
| Charles Mountjoy | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2025-04-03 |
| Annual Report | 2024-03-28 |
| Articles of Organization (LLC) | 2023-12-27 |
Sources: Kentucky Secretary of State
