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Roberts Wealth Management, LLC

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Company Details

Name: Roberts Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 07 Feb 2017 (8 years ago)
Business ID: 1110998
ZIP code: 39531
County: Harrison
State of Incorporation: MISSISSIPPI
Principal Office Address: 2555 MARSHALL ROAD, SUITE CBILOXI, MS 39531
Historical names: Retirement Planning Services, LLC
Roberts Retirement Solutions LLC

Links between entities

Type:
Headquarter of
Company Number:
001-040-452
State:
ALABAMA

Agent

Name Role Address
Paul E Roberts III Agent 7496 E. Oaklawn Rd, Biloxi, MS 39532

Manager

Name Role Address
Paul E Roberts III Manager 21652 Mueschke Road, Tomball, TX 77377

Member

Name Role Address
Paul E Roberts III Member 21652 Mueschke Road, Tomball, TX 77377

President

Name Role Address
Paul E Roberts III President 21652 Mueschke Road, Tomball, TX 77377

Filings

Type Status Filed Date Description
Notice to Dissolve/Revoke Filed 2024-09-01 Notice of Intent to Dissolve: Tax: Roberts Wealth Management, LLC
Annual Report LLC Filed 2024-06-19 Annual Report For Roberts Wealth Management, LLC
Annual Report LLC Filed 2023-11-28 Annual Report For Roberts Wealth Management, LLC
Notice to Dissolve/Revoke Filed 2023-09-08 Notice of Intent to Dissolve: AR: Roberts Wealth Management, LLC
Annual Report LLC Filed 2022-09-19 Annual Report For Roberts Wealth Management, LLC
Notice to Dissolve/Revoke Filed 2022-09-05 Notice of Intent to Dissolve: AR: Roberts Wealth Management, LLC
Amendment Form Filed 2021-05-03 Amendment For Retirement Planning Services, LLC
Amendment Form Filed 2021-02-25 Amendment For Retirement Planning Services, LLC
Annual Report LLC Filed 2021-02-25 Annual Report For Retirement Planning Services, LLC
Annual Report LLC Filed 2020-09-15 Annual Report For Retirement Planning Services, LLC

USAspending Awards / Financial Assistance

Date:
2021-04-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
122730.73
Total Face Value Of Loan:
122730.73
Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
111188.02
Total Face Value Of Loan:
111188.02

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
111188.02
Current Approval Amount:
111188.02
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
112287.55
Date Approved:
2021-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
122730.73
Current Approval Amount:
122730.73
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
124341.36

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Date of last update: 18 May 2025

Sources: Company Profile on Mississippi Secretary of State Website