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Boise Wealth Management LLC

Company Details

Name: Boise Wealth Management LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 11 Aug 2020 (5 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 3969654
Place of Formation: IDAHO
File Number: 721226
ZIP code: 83709
County: Ada County
Principal Address: 9875 W LOS RANCHITOS DRIVE BOISE, ID 83709
Mailing Address: 9875 W LOS RANCHITOS DR BOISE, ID 83709-0345

Agent

Name Role Address
Aaron Briggs Agent 9875 W LOS RANCHITOS DRIVE, BOISE, ID 83709

Manager

Name Role Address Appointed On
Aaron Briggs Manager 9875 W LOS RANCHITOS DRIVE, BOISE, ID 83709 2021-07-07

Filing

Filing Name Filing Number Filing date
Annual Report 0005795640 2024-07-03
Annual Report 0005303315 2023-07-05
Annual Report 0004803744 2022-07-05
Amendment to Certificate 0004561062 2022-01-24
Annual Report 0004336734 2021-07-07
Initial Filing 0003969654 2020-08-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9466707202 2020-04-28 1087 PPP 3050 N Lake Harbot Lane Ste 210, Boise, ID, 83703
Loan Status Date 2021-02-03
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 24600
Loan Approval Amount (current) 24600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 96211
Servicing Lender Name Idaho Central CU
Servicing Lender Address 4400 Central Way, CHUBBUCK, ID, 83202-5096
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Boise, ADA, ID, 83703-0100
Project Congressional District ID-02
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 24765.8
Forgiveness Paid Date 2021-01-07
8596547010 2020-04-08 1087 PPP 3050 N LAKE HARBOR LANE, BOISE, ID, 83706
Loan Status Date 2021-02-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 3490
Loan Approval Amount (current) 3490
Undisbursed Amount 0
Franchise Name -
Lender Location ID 87893
Servicing Lender Name Glacier Bank
Servicing Lender Address 202 Main St, KALISPELL, MT, 59901-4454
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address BOISE, ADA, ID, 83706-1000
Project Congressional District ID-02
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 87893
Originating Lender Name Glacier Bank
Originating Lender Address KALISPELL, MT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 3515.24
Forgiveness Paid Date 2021-01-07

Date of last update: 15 Apr 2025

Sources: Idaho Secretary of State