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Wealth Management Advisors, LLC

Company Details

Name: Wealth Management Advisors, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 23 Oct 2014 (10 years ago)
Organization Date: 23 Oct 2014 (10 years ago)
Organization Number: 0900442
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
Primary County: Fayette
Place of Formation: KENTUCKY
Last Annual Report: 25 Jun 2024 (5 months ago)
Managed By: Members
Principal Office: 444 EAST MAIN STREET. SUITE 202 LEXINGTON, KY 40507
Principal Office ZIP code: 40507

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH MANAGEMENT ADVISORS LLC CBS BENEFIT PLAN 2022 472155408 2023-12-27 WEALTH MANAGEMENT ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-06-01
Business code 523120
Sponsor’s telephone number 8594927405
Plan sponsor’s address 444 EAST MAIN STREET SUITE 202, LEXINGTON, KY, 40507

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Tammy Doyle Farley Registered Agent

Member

Name Role
TAMMY D FARLEY Member
NATHAN D SLYH Member
Sagacity Holdings, LLC Member

Organizer

Name Role
Tammy Doyle Farley Organizer

Assumed Names

Name Status Expiration Date
ACUITY WEALTH MANAGEMENT ADVISORS Inactive 2024-05-14

Filings

Name File Date
Annual Report 2024-06-25
Annual Report 2023-06-05
Registered Agent name/address change 2023-06-05
Principal Office Address Change 2022-06-22
Annual Report 2022-06-22
Annual Report 2021-05-20
Annual Report 2020-06-10
Certificate of Assumed Name 2019-05-14
Annual Report 2019-04-25
Annual Report 2018-04-19

Date of last update: 07 Nov 2024

Sources: Kentucky Secretary of State