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  5. INNOVATIVE WEALTH MANAGEMENT, LLC

INNOVATIVE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: INNOVATIVE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INNOVATIVE 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company 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: 31 Aug 2005 (19 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 08 Oct 2007 (17 years ago)
Document Number: L05000088494
FEI/EIN Number 203458698

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: 433 PLAZA REAL, BOCA RATON, FL, 33432, US
Address: 433 Plaza Real, BOCA RATON, FL, 33432, US
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2023 203458698 2024-06-14 INNOVATIVE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2024-06-14
Name of individual signing DOUG COLLIER
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2022 203458698 2023-05-09 INNOVATIVE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2023-05-09
Name of individual signing DOUG COLLIER
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2021 203458698 2022-09-30 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing DOUG COLLIER
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2020 203458698 2021-06-24 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2019 203458698 2020-04-21 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2018 203458698 2019-05-13 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2017 203458698 2018-08-14 INNOVATIVE WEALTH MANAGEMENT LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2017 203458698 2018-08-14 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432
INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN 2016 203458698 2018-02-09 INNOVATIVE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5613315500
Plan sponsor’s address 433 PLAZA REAL, SUITE 351, BOCA RATON, FL, 33432

Key Officers & Management

Name Role Address
COLLIER DOUGLAS J Manager 433 Plaza Real, BOCA RATON, FL, 33432
COLLIER DOUGLAS J Agent 433 Plaza Real, BOCA RATON, FL, 33432

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-10-31 433 Plaza Real, Suite 351, BOCA RATON, FL 33432 -
CHANGE OF MAILING ADDRESS 2014-10-31 433 Plaza Real, Suite 351, BOCA RATON, FL 33432 -
REGISTERED AGENT ADDRESS CHANGED 2014-10-31 433 Plaza Real, Suite 351, BOCA RATON, FL 33432 -
CANCEL ADM DISS/REV 2007-10-08 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2007-09-14 - -

Documents

Name Date
ANNUAL REPORT 2024-02-15
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-03-03
ANNUAL REPORT 2021-03-30
ANNUAL REPORT 2020-06-08
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-23
ANNUAL REPORT 2017-04-12
ANNUAL REPORT 2016-04-22
ANNUAL REPORT 2015-03-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5032017103 2020-04-13 0455 PPP 433 Plaza Real Suite 351, BOCA RATON, FL, 33432-3932
Loan Status Date 2022-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 26100
Loan Approval Amount (current) 28809.9
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33432-3932
Project Congressional District FL-23
Number of Employees 3
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 29288.46
Forgiveness Paid Date 2022-01-04

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Date of last update: 02 Feb 2025

Sources: Florida Department of State

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