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PRIVATE WEALTH CONSULTANTS, LLC - Florida Company Profile

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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
City: Fort Myers
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
LEO BOISVERT Agent 12590 WHITEHALL DRIVE, FORT MYERS, FL, 33907
HEBEN ERIK G Managing Member 14234 REFLECTION LAKES 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

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
45400.00
Total Face Value Of Loan:
45400.00

Trademarks

Serial Number:
86511017
Mark:
PWC PRIVATE WEALTH CONSULTANTS LLC FINANCIAL STRATEGISTS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2015-01-22
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
PWC PRIVATE WEALTH CONSULTANTS LLC FINANCIAL STRATEGISTS

Goods And Services

For:
Advice relating to investments; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
First Use:
2006-01-19
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$45,400
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$45,400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$45,659.79
Servicing Lender:
Sanibel Captiva Community Bank
Use of Proceeds:
Payroll: $45,400

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Date of last update: 02 Jul 2025

Sources: Florida Department of State