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  5. STRATEGIC WEALTH ALLIANCE, LLC

STRATEGIC WEALTH ALLIANCE, LLC

Company Details

Entity Name: STRATEGIC WEALTH ALLIANCE, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 31 Jan 2007 (18 years ago)
Document Number: L07000011575
FEI/EIN Number 331161186
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 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 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 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

Agent

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

Manager

Name Role Address
LENTZ JOHN WVII Manager 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 No data 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 No data
CHANGE OF PRINCIPAL ADDRESS 2013-05-21 401 EAST VIRGINIA STREET, TALLAHASSEE, FL 32301 No data
CHANGE OF MAILING ADDRESS 2013-05-21 401 EAST VIRGINIA STREET, TALLAHASSEE, FL 32301 No data

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

Related by officers

LENTZ JOHN WVII

STRATEGIC WEALTH GROUP, LLC SYNTHETIC FIBER GROUP, LLC SWG BUSINESS CONSULTANTS, LLC CLEAR SPRINGS PROPERTY, LLC

LENTZ JOHN W

AZALEA RETAIL CENTER CONDOMINIUMS ASSOCIATION, INC. IMPACT ZUMO, LLC SWG PROPERTIES, LLC DJK PROPERTY HOLDINGS, LLC MINI STORAGE PARTNERS, LLC EMERALD SEAS PROPERTIES, LLC BLACK WATER CREEK, LLC HL DEVELOPMENT VENTURES, LLC CRAWFORDVILLE FINANCIAL PARTNERS LLC LB INVESTMENTS, LLC

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 Feb 2025

Sources: Florida Department of State

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