Search icon

APEX WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

APEX 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: 25 Aug 2006 (19 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 09 Jan 2012 (13 years ago)
Document Number: L06000084338
FEI/EIN Number 205440677

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

Address: 3300 S. Hiawassee Road, SUITE 103, ORLANDO, FL, 32835, US
Mail Address: 3300 S. Hiawassee Road, SUITE 103, ORLANDO, FL, 32835, US
ZIP code: 32835
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2023 205440677 2024-06-17 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD., STE 103, ORLANDO, FL, 32835
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2022 205440677 2023-05-13 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD., STE 103, ORLANDO, FL, 32835
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2022 205440677 2023-05-13 APEX WEALTH MANAGEMENT, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD., STE 103, ORLANDO, FL, 32835
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2022 205440677 2023-05-13 APEX WEALTH MANAGEMENT, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD., STE 103, ORLANDO, FL, 32835
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2021 205440677 2022-04-01 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD., STE 103, ORLANDO, FL, 32835
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2020 205440677 2021-04-29 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD, STE 103, ORLANDO, FL, 32835

Signature of

Role Plan administrator
Date 2021-04-29
Name of individual signing DARYL JONES
Valid signature Filed with authorized/valid electronic signature
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2019 205440677 2020-06-04 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD, STE 103, ORLANDO, FL, 32835

Signature of

Role Plan administrator
Date 2020-06-04
Name of individual signing DARYL JONES
Valid signature Filed with authorized/valid electronic signature
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2018 205440677 2019-06-05 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 3300 S. HIAWASSEE RD STE. 103, ORLANDO, FL, 32835

Signature of

Role Plan administrator
Date 2019-06-05
Name of individual signing DARYL JONES
Valid signature Filed with authorized/valid electronic signature
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2017 205440677 2018-05-06 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 7485 CONROY WINDERMERE RD., STE. A, ORLANDO, FL, 32835

Signature of

Role Plan administrator
Date 2018-05-06
Name of individual signing DARYL JONES
Valid signature Filed with authorized/valid electronic signature
APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN 2016 205440677 2017-06-02 APEX WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-09-01
Business code 523900
Sponsor’s telephone number 4074477688
Plan sponsor’s address 7485 CONROY WINDERMERE RD., STE. A, ORLANDO, FL, 32835

Signature of

Role Plan administrator
Date 2017-06-02
Name of individual signing DARYL JONES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
JONES DARYL Manager 3300 S. HIAWASSEE ROAD, ORLANDO, FL, 32835
JONES DARYL D Agent 3300 S. Hiawassee Road, ORLANDO, FL, 32835

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-06-05 3300 S. Hiawassee Road, Suite 103, ORLANDO, FL 32835 -
CHANGE OF PRINCIPAL ADDRESS 2019-05-14 3300 S. Hiawassee Road, SUITE 103, ORLANDO, FL 32835 -
CHANGE OF MAILING ADDRESS 2019-05-14 3300 S. Hiawassee Road, SUITE 103, ORLANDO, FL 32835 -
REGISTERED AGENT NAME CHANGED 2012-01-11 JONES, DARYL D -
LC AMENDMENT 2012-01-09 - -

Documents

Name Date
ANNUAL REPORT 2025-01-11
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-07
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-02-09
AMENDED ANNUAL REPORT 2019-06-05
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-02-03
ANNUAL REPORT 2017-02-25

Date of last update: 02 Mar 2025

Sources: Florida Department of State