Wealthwise, Inc. is a Professional Corporation located in Sedona, AZ. Established on May 3, 2016, this corporation is officially registered under the document number F20417966 with the Arisona Corporation Commission. It currently holds an active status.
The primary address of the corporation is 2030 W. Sr 89a Suite B2-b, Sedona, AZ 86336, which serves as the corporation's central base for business operations and communication.
The corporation is led by a dedicated team: David L Maurice from Washington County TN, holding the position of Director; David L Maurice from , serving as the Shareholder; David L Maurice from Washington County TN, serving as the Vice-President; Lois A Carrier from Washington County TN, serving as the Director; Lois A Carrier from , serving as the Shareholder, ensuring strong leadership. To maintain legal compliance, the corporation has appointed Jeffrey T Byrnes as its official registered agent, located at 202 Hwy 179, Sedona, AZ 86336.
As of the latest update, Wealthwise, Inc. filed its last annual reports on April 24, 2024
Active
Updated 3/22/2025 10:14:27 PM
Wealthwise, Inc.
Filing information
Company Name
Wealthwise, Inc.
Entity type
Professional Corporation
Governing Agency
Arisona Corporation Commission
Document Number
F20417966
Date Filed
May 3, 2016
Company Age
9 years 6 months
State
AZ
Status
Active
Reason for Status
In Good Standing
Approval Date
06/02/2016
Original Incorporation Date
05/03/2016
Domicile State
Tennessee
Business Type
Other - Registered Investment Advisors
Life Period
Perpetual
Last Annual Report Filed
2024
Annual Report Due Date
05/03/2025
The data on Wealthwise, Inc. was extracted from the Arizona Corporation Commission (https://ecorp.azcc.gov/EntitySearch/Index) as of 3/22/2025.
Contact details
Principal Address
2030 W. Sr 89a Suite B2-b
Sedona, AZ 86336
Attention: Lois Carrier
County: Yavapai
Last Updated: 04/24/2024
Sedona, AZ 86336
Attention: Lois Carrier
County: Yavapai
Last Updated: 04/24/2024
Entity Principal Office Address
508 Princeton Rd Ste 301
Johnson City, Tn 37601
Attention: David Maurice
Last Updated: 04/24/2024
County: Washington
Johnson City, Tn 37601
Attention: David Maurice
Last Updated: 04/24/2024
County: Washington
Statutory Agent Information
Jeffrey T Byrnes
202 Hwy 179
Sedona, Az 86336
Agent Last Updated: 04/24/2024
County: Yavapai
Appointed Status: Active
202 Hwy 179
Sedona, Az 86336
Agent Last Updated: 04/24/2024
County: Yavapai
Appointed Status: Active
Officer/Director Details
David L Maurice
Director
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
Director
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
David L Maurice
Shareholder
Shareholder
David L Maurice
Vice-President
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
Vice-President
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
Lois A Carrier
Director
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
Director
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
Lois A Carrier
Shareholder
Shareholder
Lois A Carrier
President/CEO
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
President/CEO
508 Princeton Rd Ste 301, Johnson City
Washington County, TN 37601
More...
Document History
Document Type
Barcode ID
Date
Status
Document Type
2024 Annual Report
Barcode ID
24042406560251
Filed Date
4/24/2024
Status
Approved
Document Type
2023 Annual Report
Barcode ID
23042810155764
Filed Date
4/28/2023
Status
Approved
Document Type
2022 Annual Report
Barcode ID
22040406254663
Filed Date
4/4/2022
Status
Approved
Document Type
2021 Annual Report
Barcode ID
21042007269015
Filed Date
4/20/2021
Status
Approved
Document Type
2020 Annual Report
Barcode ID
20041506487349
Filed Date
4/15/2020
Status
Approved
Document Type
Officer/Director/Shareholder Change
Barcode ID
19102308376597
Filed Date
10/23/2019
Status
Approved
Document Type
2019 Annual Report
Barcode ID
19042409468049
Filed Date
4/24/2019
Status
Approved
Document Type
2018 Annual Report
Barcode ID
06312563
Filed Date
4/6/2018
Status
APPROVED
Document Type
2017 Annual Report
Barcode ID
06038289
Filed Date
8/11/2017
Status
APPROVED
Document Type
Statement of Change - Corps
Barcode ID
05985639
Filed Date
7/11/2017
Status
APPROVED
Document Type
Affidavit of Publication
Barcode ID
05588646
Filed Date
7/22/2016
Status
Accepted
Document Type
Application for Authority
Barcode ID
05514761
Filed Date
5/26/2016
Status
APPROVED
Name / Restructuring History
Effective Date
Barcode ID
Name Type
Name
Effective Date
5/3/2016
Barcode ID
Name Type
True Name
Name
WEALTHWISE, INC.
Annual Reports
Report Year
Filed Date
Report Year
2022
Filed Date
04/04/2022
Report Year
2018
Filed Date
04/06/2018
Report Year
2020
Filed Date
04/15/2020
Report Year
2021
Filed Date
04/20/2021
Report Year
2019
Filed Date
04/24/2019
More...
Document Images
2024 Annual Report
4/24/2024
2023 Annual Report
4/28/2023
2022 Annual Report
4/4/2022
2021 Annual Report
4/20/2021
2020 Annual Report
4/15/2020
More...
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