| Name: | Mercer Wealth Management, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 10 Dec 2021 (3 years ago) |
| Organization Date: | 06 Dec 2021 (3 years ago) |
| Organization Number: | 1180987 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| Primary County: | Jefferson |
| Place of Formation: | DELAWARE |
| Authority Date: | 10 Dec 2021 (3 years ago) |
| Last Annual Report: | 12 Apr 2024 (7 months ago) |
| Principal Office: | 9300 Shelbyville Rd , STE 350, Louisville, KY 40222 |
| Principal Office ZIP code: | 40222 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 873918429 | 2024-04-23 | MERCER WEALTH MANAGEMENT LLC | 8 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-23 |
| Name of individual signing | ALEXANDRA HEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5024828502 |
| Plan sponsor’s address | 9300 SHELBYVILLE RD, STE 350, LOUISVILLE, KY, 40222 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-24 |
| Name of individual signing | ALEXANDRA HEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| Charles Thomas Mercer | Member |
| Alexandra R Head | Member |
| Emmett Cosgrove | Member |
| Name | Role |
|---|---|
| Eric Ryan Shouse | Authorized Rep |
| Name | File Date |
|---|---|
| Annual Report | 2024-04-12 |
| Annual Report | 2023-04-18 |
| Principal Office Address Change | 2023-04-18 |
| Annual Report | 2022-06-29 |
| Principal Office Address Change | 2022-02-11 |
Date of last update: 31 Oct 2024
Sources: Kentucky Secretary of State
