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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

NETWORTH ASSET MANAGEMENT, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

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

Federal Employer Identification (FEI) Number assigned by the IRS.

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

Key Officers & Management

Name Role Address
HUBLEY ROGER A Chei 3354 Wise Way, The Villages, FL, 32163
HUBLEY SIGRID A Vice President 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

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
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
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
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:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-04-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
NETWORTH ASSET MANAGEMENT

Goods And Services

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
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

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 Jul 2025

Sources: Florida Department of State