| Entity Name: | FINLEY WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 02 Feb 2006 (19 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 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 204355798 | 2024-05-07 | FINLEY WEALTH MANAGEMENT, LLC | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-07 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 561110 |
| Sponsor’s telephone number | 2392677500 |
| Plan sponsor’s address | 10600 CHEVROLET WAY, SUITE 101, ESTERO, FL, 33928 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-28 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| FINLEY DOUGLAS W | Agent | 10600 Chevrolet Way, Estero, FL, 33928 |
| Name | Role | Address |
|---|---|---|
| FINLEY DOUGLAS W | Manager | 10600 Chevrolet Way, Estero, FL, 33928 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G19000023732 | FINLEY WEALTH ADVISORS | EXPIRED | 2019-02-18 | 2024-12-31 | No data | 10600 CHEVROLET WAY, SUITE 222, ESTERO, FL, 33928 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2020-01-15 | 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 | No data |
| CHANGE OF MAILING ADDRESS | 2020-01-15 | 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-01-15 | 10600 Chevrolet Way, SUITE 101, Estero, FL 33928 | No data |
| 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 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
