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Simplified Wealth Management, LLC

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Company Details

Name: Simplified Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 15 Mar 2018 (7 years ago)
Business ID: 1141787
ZIP code: 39402
County: Lamar
State of Incorporation: MISSISSIPPI
Principal Office Address: 14 Orleans Dr. Hattiesburg, MS 39402

Agent

Name Role Address
Kevin McCormick Agent 30 Monarch Boulevard, Hattiesburg, MS 39402

Manager

Name Role Address
Kevin A MCCORMICK Manager 30 Monarch Boulevard, Hattiesburg, MS 39402

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-27 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2024-01-30 Annual Report For Simplified Wealth Management, LLC
Amendment Form Filed 2023-07-12 Amendment For Simplified Wealth Management, LLC
Annual Report LLC Filed 2023-01-19 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2022-02-09 Annual Report For Simplified Wealth Management, LLC
Amendment Form Filed 2021-08-25 Amendment For Simplified Wealth Management, LLC
Annual Report LLC Filed 2021-02-25 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2020-01-06 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2019-02-25 Annual Report For Simplified Wealth Management, LLC
Formation Form Filed 2018-03-15 Formation For Simplified Wealth Management, LLC

USAspending Awards / Financial Assistance

Date:
2020-04-29
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:
3670.00
Total Face Value Of Loan:
3670.00
Date:
2020-04-08
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:
19600.00
Total Face Value Of Loan:
19600.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$19,600
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$19,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$19,719.21
Servicing Lender:
Regions Bank
Use of Proceeds:
Payroll: $19,600
Jobs Reported:
1
Initial Approval Amount:
$3,670
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$3,670
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$3,699.05
Servicing Lender:
The Citizens National Bank of Meridian
Use of Proceeds:
Payroll: $3,670

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Date of last update: 06 Jul 2025

Sources: Company Profile on Mississippi Secretary of State Website