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Branning Wealth Management, LLC

Company Details

Name: Branning Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 24 Mar 2009 (16 years ago)
Business ID: 946913
ZIP code: 39211
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 4266 I-55N, Ste. 108Jackson, MS 39211

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BWM, LLC RETIREMENT PLAN 2023 264517590 2024-07-01 BRANNING WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6015007925
Plan sponsor’s address 4266 I-55 NORTH, SUITE 108, JACKSON, MS, 39211
BWM, LLC RETIREMENT PLAN 2022 264517590 2023-09-05 BRANNING WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6015007925
Plan sponsor’s address 400 FONTAINE PLACE, SUITE 101, RIDGELAND, MS, 39157
BWM, LLC RETIREMENT PLAN 2021 264517590 2022-10-03 BRANNING WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6015007925
Plan sponsor’s address 400 FONTAINE PLACE, SUITE 101, RIDGELAND, MS, 39157

Agent

Name Role Address
McCraney, R. Patrick Agent McCraney Coco & Lee, Pllc;800 Woodlands Parkway Ste 107, Ridgeland, MS 39157

Manager

Name Role Address
Jason Keith Branning Manager 4266 I-55 North, Ste. 108, Jackson, MS 39211

Member

Name Role Address
Jason Keith Branning Member 4266 I-55 North, Ste. 108, Jackson, MS 39211

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-28 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2024-02-08 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2023-01-19 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2022-02-09 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2021-01-15 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2020-01-31 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2019-01-08 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2018-06-26 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2017-01-18 Annual Report For Branning Wealth Management, LLC
Annual Report LLC Filed 2016-03-28 Annual Report For Branning Wealth Management, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1739557303 2020-04-28 0470 PPP 400 FONTAINE PL STE 101, RIDGELAND, MS, 39157-5231
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29900
Loan Approval Amount (current) 29900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39099
Servicing Lender Name BankPlus
Servicing Lender Address 202 E Jackson St, BELZONI, MS, 39038-3524
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address RIDGELAND, MADISON, MS, 39157-5231
Project Congressional District MS-03
Number of Employees 2
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 39099
Originating Lender Name BankPlus
Originating Lender Address BELZONI, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 30078.57
Forgiveness Paid Date 2020-12-09

Date of last update: 23 Mar 2025

Sources: Mississippi Secretary of State