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PRIVATE WEALTH CONSULTANTS, LLC - Florida Company Profile

Company Details

Entity Name: PRIVATE WEALTH CONSULTANTS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PRIVATE WEALTH CONSULTANTS, 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: 19 Jan 2006 (19 years ago)
Document Number: L06000006544
FEI/EIN Number 205073356

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 12590 WHITEHALL DRIVE, SUITE 2, FORT MYERS, FL, 33907, US
Mail Address: 12590 WHITEHALL DRIVE, SUITE 2, FORT MYERS, FL, 33907, US
ZIP code: 33907
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BOISVERT LEO D Managing Member 8542 Big Mangrove Drive, FORT MYERS, FL, 33908
HEBEN ERIK G Managing Member 14234 REFLECTION LAKES DRIVE, FORT MYERS, FL, 33907
LEO BOISVERT Agent 12590 WHITEHALL DRIVE, FORT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2007-01-16 12590 WHITEHALL DRIVE, SUITE 2, FORT MYERS, FL 33907 -
CHANGE OF MAILING ADDRESS 2007-01-16 12590 WHITEHALL DRIVE, SUITE 2, FORT MYERS, FL 33907 -
REGISTERED AGENT NAME CHANGED 2007-01-16 LEO, BOISVERT -
REGISTERED AGENT ADDRESS CHANGED 2007-01-16 12590 WHITEHALL DRIVE, SUITE 2, FORT MYERS, FL 33907 -

Documents

Name Date
ANNUAL REPORT 2024-07-16
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-02-04
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-01-23
ANNUAL REPORT 2017-02-13
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7369207204 2020-04-28 0455 PPP 12590 WHITEHALL DR Suite 2, FORT MYERS, FL, 33907-4680
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45400
Loan Approval Amount (current) 45400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317474
Servicing Lender Name Sanibel Captiva Community Bank
Servicing Lender Address 2475 Library Way, SANIBEL, FL, 33957-3215
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33907-4680
Project Congressional District FL-19
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 317474
Originating Lender Name Sanibel Captiva Community Bank
Originating Lender Address SANIBEL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 45659.79
Forgiveness Paid Date 2020-11-23

Date of last update: 02 Apr 2025

Sources: Florida Department of State