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FINLEY WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: FINLEY WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 02 Feb 2006 (20 years ago)
Document Number: L06000011926
FEI/EIN Number 204355798
Address: 10600 Chevrolet Way, SUITE 101, Estero, FL, 33928, US
Mail Address: 10600 Chevrolet Way, SUITE 101, Estero, FL, 33928, US
ZIP code: 33928
City: Estero
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FINLEY DOUGLAS W Manager 10600 Chevrolet Way, Estero, FL, 33928
FINLEY DOUGLAS W Agent 10600 Chevrolet Way, Estero, FL, 33928

Form 5500 Series

Employer Identification Number (EIN):
204355798
Plan Year:
2024
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
0
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000023732 FINLEY WEALTH ADVISORS EXPIRED 2019-02-18 2024-12-31 - 10600 CHEVROLET WAY, SUITE 222, ESTERO, FL, 33928

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-15 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 -
CHANGE OF MAILING ADDRESS 2020-01-15 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-15 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 -

Documents

Name Date
ANNUAL REPORT 2024-03-08
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-01-29
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-29
ANNUAL REPORT 2015-01-29

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
26670.00
Total Face Value Of Loan:
26670.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$26,670
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$26,670
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$26,965.2
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $26,670

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Date of last update: 02 Aug 2025

Sources: Florida Department of State