WISE WEALTH LLC

Company Details

Entity Name:	WISE WEALTH LLC
Jurisdiction:	Connecticut
Legal type:	LLC
Citizenship:	Domestic
Status:	Active
Sub status:	Annual report due
Date Formed:	04 Dec 2023
Business ALEI:	2900342
Annual report due:	31 Mar 2025
NAICS code:	523940 - Portfolio Management and Investment Advice
Business address:	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, 06712, United States
Mailing address:	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, United States, 06712
ZIP code:	06712
County:	New Haven
Place of Formation:	CONNECTICUT
E-Mail:	janwise@wisewealthllc.net

Name	Role	Business address	Phone	E-Mail	Residence address
JAN WISE	Officer	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, 06712, United States	No data	No data	768 LEE VALLEY ROAD, WHITESBURG, TN, 37891, United States
JOHN D'AGOSTINO	Officer	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, 06712, United States	+1 203-888-0096	john@wisewealthllc.net	285 SOUTHFORD ROAD, MIDDLEBURY, CT, 06762, United States

Name	Role	Business address	Mailing address	Phone	E-Mail	Residence address
JOHN D'AGOSTINO	Agent	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, 06712, United States	60 WATERBURY ROAD, SUITE G, PROSPECT, CT, 06712, United States	+1 203-888-0096	john@wisewealthllc.net	285 SOUTHFORD ROAD, MIDDLEBURY, CT, 06762, United States

Filing number	Filing date	Effective date	Filing category	Filing type	Report year
BF-0012479264	2024-01-24	No data	Annual Report	Annual Report	No data

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

5775367006

2020-04-06

0156

PPP

60 Waterbury Rd Suite G, PROSPECT, CT, 06712-1221

Loan Status Date	2020-11-18
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	31900
Loan Approval Amount (current)	31900
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27775
Servicing Lender Name	South Central Bank, Inc.
Servicing Lender Address	501 S L Rogers Wells Blvd, GLASGOW, KY, 42141
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	PROSPECT, NEW HAVEN, CT, 06712-1221
Project Congressional District	CT-03
Number of Employees	3
NAICS code	541611
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	27775
Originating Lender Name	South Central Bank, Inc.
Originating Lender Address	GLASGOW, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	32057.73
Forgiveness Paid Date	2020-10-13

Date of last update: 10 Mar 2025