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STRATEGIC WEALTH ALLIANCE, LLC - Florida Company Profile

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Company Details

Entity Name: STRATEGIC WEALTH ALLIANCE, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

STRATEGIC WEALTH ALLIANCE, 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: 31 Jan 2007 (18 years ago)
Document Number: L07000011575
FEI/EIN Number 331161186

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

Address: 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301, US
Mail Address: 401 E. VIRGINIA STREET, TALLAHASSEE, FL, 32301-1267, US
ZIP code: 32301
City: Tallahassee
County: Leon
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LENTZ JOHN WVII Manager 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
LENTZ JOHN W Agent 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301

Form 5500 Series

Employer Identification Number (EIN):
331161186
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
2
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G13000047846 STRATEGIC WEALTH GROUP EXPIRED 2013-05-20 2018-12-31 - 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2013-05-24 401 EAST VIRGINIA STREET, TALLAHASSEE, FL 32301 -
CHANGE OF PRINCIPAL ADDRESS 2013-05-21 401 EAST VIRGINIA STREET, TALLAHASSEE, FL 32301 -
CHANGE OF MAILING ADDRESS 2013-05-21 401 EAST VIRGINIA STREET, TALLAHASSEE, FL 32301 -

Documents

Name Date
ANNUAL REPORT 2025-01-10
ANNUAL REPORT 2024-01-22
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-03-10
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-03-08
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-11

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$31,926
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$31,926
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$32,299.36
Servicing Lender:
TC Federal Bank
Use of Proceeds:
Payroll: $31,926

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Date of last update: 02 Jul 2025

Sources: Florida Department of State