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  5. STRATEGIC WEALTH ALLIANCE, LLC

STRATEGIC WEALTH ALLIANCE, LLC - Florida Company Profile

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
County: Leon
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2021 331161186 2022-04-29 STRATEGIC WEALTH ALLIANCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8509267920
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2020 331161186 2021-07-06 STRATEGIC WEALTH ALLIANCE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8509267920
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2019 331161186 2020-07-22 STRATEGIC WEALTH ALLIANCE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8506926565
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH MANAGEMENT CASH BALANCE PLAN 2019 331161186 2020-07-22 STRATEGIC WEALTH ALLIANCE, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8506926565
Plan sponsor’s address 401 E VIRGINIA STREET, TALLAHASEE, FL, 32301
STRATEGIC WEALTH MANAGEMENT CASH BALANCE PLAN 2018 331161186 2019-10-08 STRATEGIC WEALTH ALLIANCE, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8506926565
Plan sponsor’s address 401 E VIRGINIA STREET, TALLAHASEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2018 331161186 2019-07-22 STRATEGIC WEALTH ALLIANCE, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8505629075
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2017 331161186 2018-06-06 STRATEGIC WEALTH ALLIANCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8506926565
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2016 331161186 2017-10-14 STRATEGIC WEALTH ALLIANCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8509267920
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2015 331161186 2016-10-14 STRATEGIC WEALTH ALLIANCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8509267920
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301
STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN 2014 331161186 2015-10-15 STRATEGIC WEALTH ALLIANCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8509267920
Plan sponsor’s address 401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301

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

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

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5517167209 2020-04-27 0491 PPP 401 E VIRGINIA ST, TALLAHASSEE, FL, 32301-1267
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 31926
Loan Approval Amount (current) 31926
Undisbursed Amount 0
Franchise Name -
Lender Location ID 81618
Servicing Lender Name TC Federal Bank
Servicing Lender Address 131 S Dawson St, THOMASVILLE, GA, 31792-5186
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TALLAHASSEE, LEON, FL, 32301-1267
Project Congressional District FL-02
Number of Employees 3
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 81618
Originating Lender Name TC Federal Bank
Originating Lender Address THOMASVILLE, GA
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 32299.36
Forgiveness Paid Date 2021-07-02

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Companies related by address

401 EAST VIRGINIA STREET, TALLAHASSEE, FL, 32301, US

BINGO TALLAHASSEE, LLC SWG PROPERTIES, LLC STRATEGIC WEALTH GROUP, LLC SYNTHETIC FIBER GROUP, LLC ARMISTEAD ADVISORS, LLC SWG BUSINESS CONSULTANTS, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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