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  5. NETWORTH ASSET MANAGEMENT, INC.

NETWORTH ASSET MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name: NETWORTH ASSET MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 12 Jan 2004 (22 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 04 Jan 2010 (16 years ago)
Document Number: P04000012554
FEI/EIN Number 341977272
Address: 3354 Wise Way, The Villages, FL, 32163, US
Mail Address: 3354 Wise Way, The Villages, FL, 32163, US
ZIP code: 32163
City: The Villages
County: Sumter
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
e1eeba5b-8dd4-e011-a886-001ec94ffe7f
State:
MINNESOTA
MINNESOTA profile:
NETWORTH ASSET MANAGEMENT, INC. (MN)

Key Officers & Management

Name Role Address
HUBLEY ROGER A Chei 3354 Wise Way, The Villages, FL, 32163
Hubley Roger A President 3354 WISE WAY, THE VILLAGES, FL, 32163
HUBLEY ROGER A Agent 3354 Wise Way, The Villages, FL, 32163
HUBLEY SIGRID A Vice President 3354 Wise Way, The Villages, FL, 32163

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-01-13 3354 Wise Way, The Villages, FL 32163 -
CHANGE OF MAILING ADDRESS 2018-01-13 3354 Wise Way, The Villages, FL 32163 -
REGISTERED AGENT ADDRESS CHANGED 2018-01-13 3354 Wise Way, The Villages, FL 32163 -
MERGER 2010-01-04 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 500000102235
REGISTERED AGENT NAME CHANGED 2005-04-28 HUBLEY, ROGER A -

Documents

Name Date
ANNUAL REPORT 2024-04-04
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-01-18
ANNUAL REPORT 2019-01-28
ANNUAL REPORT 2018-01-13
ANNUAL REPORT 2017-02-09
ANNUAL REPORT 2016-01-15
ANNUAL REPORT 2015-01-16

USAspending Awards / Financial Assistance

Date:
2020-06-18
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
109400.00
Total Face Value Of Loan:
109400.00
Date:
2020-06-17
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-07
Link:
View on USAspending
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:
27107.00
Total Face Value Of Loan:
27107.00
Date:
2020-05-07
Link:
View on USAspending
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:
27107.00
Total Face Value Of Loan:
27107.00

Trademarks

Serial Number:
77158446
Mark:
NETWORTH ASSET MANAGEMENT
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2007-04-17
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
NETWORTH ASSET MANAGEMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
business planning; tax consultation in the field of zero tax concepts
First Use:
2007-04-12
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Financial planning, namely, providing investment advice, life insurance planning, estate planning, and consulting in the administration of employee and executive benefit planning
First Use:
2007-04-12
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$27,107
Date Approved:
2020-05-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$27,107
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$27,343.17
Servicing Lender:
Wells Fargo Bank, National Association
Use of Proceeds:
Payroll: $27,107

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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