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ASSET WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

ASSET 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: 05 Sep 2007 (18 years ago)
Document Number: L07000090806
FEI/EIN Number 260855168

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

Address: 6858, Finamore Circle, Lake Worth, FL, 33467, US
Mail Address: 6858 FINAMORE CIRCLE, LAKE WORTH, FL, 33467, US
ZIP code: 33467
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
PATCHING TREVOR R Manager 6858 FINAMORE CIRCLE, LAKE WORTH, FL, 33467
PATCHING KAREN J Manager 6858 FINAMORE CIRCLE, LAKE WORTH, FL, 33467
PATCHING TREVOR R Agent 6858 FINAMORE CIRCLE, LAKE WORTH, FL, 33467

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000083105 ANNUITY DEPOT EXPIRED 2018-08-01 2023-12-31 - 601 N CONGRESS AVE, #431, DELRAY BEACH, FL, 33445--464
G13000029232 ASSET WEALTH MANAGEMENT ACTIVE 2013-03-25 2028-12-31 - 6858 FINAMORE CIRCLE, TREVOR PATCHING, LAKE WORTH, FL, 33467
G13000002271 NATIONAL ONLINE INSURANCE EXPIRED 2013-01-07 2018-12-31 - CONGRESS COMMERCE CENTER, 601 N. CONGRESS AVE., STE. 431, DELRAY BEACH, FL, 33445

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-08-17 6858, Finamore Circle, Lake Worth, FL 33467 -
CHANGE OF MAILING ADDRESS 2011-01-04 6858, Finamore Circle, Lake Worth, FL 33467 -
REGISTERED AGENT ADDRESS CHANGED 2011-01-04 6858 FINAMORE CIRCLE, LAKE WORTH, FL 33467 -

Documents

Name Date
ANNUAL REPORT 2024-02-16
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-02-12
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-01
ANNUAL REPORT 2015-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6844847704 2020-05-01 0455 PPP 601 N. Congress Ave, DELRAY BEACH, FL, 33445
Loan Status Date 2021-05-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45900
Loan Approval Amount (current) 45900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address DELRAY BEACH, PALM BEACH, FL, 33445-1200
Project Congressional District FL-22
Number of Employees 3
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 46319.47
Forgiveness Paid Date 2021-04-02
6705058307 2021-01-27 0455 PPS 601 N Congress Ave, Delray Beach, FL, 33445-4621
Loan Status Date 2022-01-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45950
Loan Approval Amount (current) 45950
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Delray Beach, PALM BEACH, FL, 33445-4621
Project Congressional District FL-22
Number of Employees 3
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 46349.51
Forgiveness Paid Date 2021-12-09

Date of last update: 02 May 2025

Sources: Florida Department of State