| Entity Name: | INSTITUTE OF WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
INSTITUTE OF WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Inactive
The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders. |
| Date Filed: | 30 Jan 2004 (21 years ago) |
| Date of dissolution: | 22 Sep 2017 (8 years ago) |
| Last Event: | ADMIN DISSOLUTION FOR ANNUAL REPORT |
| Event Date Filed: | 22 Sep 2017 (8 years ago) |
| Document Number: | L04000010231 |
| FEI/EIN Number |
364548637
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 5889 Windsor Terrace, BOCA RATON, FL, 33496, US |
| Mail Address: | 5889 Windsor Terrace, BOCA RATON, FL, 33496, US |
| ZIP code: | 33496 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| BRUNO PETER | Manager | 5889 Windsor Terrace, BOCA RATON, FL, 33496 |
| BRUNO PETER | Agent | 5889 Windsor Terrace, BOCA RATON, FL, 33496 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2017-09-22 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2015-04-29 | 5889 Windsor Terrace, BOCA RATON, FL 33496 | - |
| CHANGE OF MAILING ADDRESS | 2015-04-29 | 5889 Windsor Terrace, BOCA RATON, FL 33496 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2015-04-29 | 5889 Windsor Terrace, BOCA RATON, FL 33496 | - |
| REGISTERED AGENT NAME CHANGED | 2009-03-25 | BRUNO, PETER | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2016-04-22 |
| ANNUAL REPORT | 2015-04-29 |
| ANNUAL REPORT | 2014-04-25 |
| ANNUAL REPORT | 2013-04-11 |
| ANNUAL REPORT | 2012-01-14 |
| ANNUAL REPORT | 2011-01-06 |
| ANNUAL REPORT | 2010-01-13 |
| ANNUAL REPORT | 2009-03-25 |
| ANNUAL REPORT | 2008-04-09 |
| ANNUAL REPORT | 2007-04-09 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
