SBA Profile
Privacy StatementIdentification, Location & Contacts
This profile was last updated:
09/29/2023
Status:
Expired
User ID:
P3186054
Name of Firm:
JOSEPH H. SPANO, SR
Capabilities Statement Link:
Trade Name ("Doing Business As ..."):
CONSOLIDATED WEALTH MANAGEMENT
UEI:
EJC4JG8PBJU1
Address, line 1:
5120 KANAWHA AVE SE
Address, line 2:
City:
CHARLESTON
State:
WV
Zip:
25304-2114
Phone Number:
304-546-9366 x
Fax Number:
E-mail Address:
WWW Page:
Contact Person:
JOSEPH SPANO
County Code (3 digit):
039
Congressional District:
01
Metropolitan Statistical Area:
1480
CAGE Code:
9PEC0
Year Established:
2015
Accepts Government Credit Card?:
[X] Yes [ ] No
GSA Advantage Contract(s):
Check for Buy GSA Contracts
Related UEIs:
(Note: Size information is now under "NAICS Codes with Size Determinations by NAICS", below.)
Organization, Ownership & Certifications
Legal Structure:
Sole Proprietorship
Ownership and Self-Certifications:
Self-Certified Small Disadvantaged Business
Current Principals
(none given)
“Business Development Servicing Office” (for certifications)
WEST VIRGINIA DISTRICT OFFICE (SBA office code 0390)
SBA Federal Certifications
SBA has verified the following certifications in DSBS: 8(a), HZ, WOSB, EDWOSB, VOSB, SDVOSB. Any other certification presented in DSBS is self-certified by a firm and not verified by SBA.
Contracting officers should diligently review a bidder's small business self-certifications before awarding a contract.
8(a) Certification:
SBA 8(a) Case Number:
SBA 8(a) Entrance Date:
SBA 8(a) Exit Date:
HUBZone Certification:
HUBZone Certified?:
[ ] Yes [X] No
HUBZone Certification Date:
8(a) Joint Venture - SBA Certified: NOTE: Notify your servicing SBA Business Opportunity Specialist to have your 8(a) joint venture approval date reflected in DSBS.
8(a) JV Entrance Date:
8(a) JV Exit Date:
Women Owned - SBA Certified:
WOSB Certified?:
[ ] Yes [X] No
WOSB Pending?:
[ ] Yes [X] No
Economically Disadvantaged Women Owned - SBA Certified:
EDWOSB Certified?:
[ ] Yes [X] No
EDWOSB Pending?:
[ ] Yes [X] No
Veteran-Owned Small Business - SBA Certified:
VOSB Certified?:
[ ] Yes [X] No
VOSB Joint Venture?:
[ ] Yes [X] No
Service-Disabled Veteran-Owned Small Business - SBA Certified:
SDVOSB Certified?:
[ ] Yes [X] No
SDVOSB Joint Venture?:
[ ] Yes [X] No
Other Certifications
Non-Federal-Government Certifications:
(none given)
Products & Services
Capabilities Narrative:
(none given)
Special Equipment/Materials:
(none given)
Business Type Percentages:
(none given)
Bonding Levels
Construction Bonding Level (per contract)
(none given)
Construction Bonding Level (aggregate)
(none given)
Service Bonding Level (per contract)
(none given)
Service Bonding Level (aggregate)
(none given)
NAICS Codes with Size Determinations by NAICS:
| # | Primary? | Code | NAICS Code's Description | Small? (1) | ||
|---|---|---|---|---|---|---|
| 1 | Yes | 523940 | Portfolio Management and Investment Advice | Yes | ||
| 2 | 525110 | Pension Funds | Yes | |||
| 3 | 541611 | Administrative Management and General Management Consulting Services | Yes | |||
| 4 | 541612 | Human Resources Consulting Services | Yes | |||
| 5 | 611430 | Professional and Management Development Training | Yes | |||
| 6 | 611710 | Educational Support Services | Yes | |||
| (1) If Yes, the firm's revenues/number of employees do not exceed the NAICS code's small business size standard. | ||||||
Keywords:
(none given)
Miscellaneous:
Quality Assurance Standards:
(none given)
Electronic Data Interchange capable?:
[ ] Yes [ ] No
Export Profile (Trade Mission Online)
Exporter?:
(firm hasn't answered this question yet)
Export Business Activities:
(none given)
Exporting to:
(none given)
Desired Export Business Relationships:
(none given)
Description of Export Objective(s):
(none given)
Performance History (References)
(none given)
The structure of this page was last updated 02/01/2013, as part of SBSS 8.1.1.