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BROAD REACH WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: BROAD REACH WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 10 Dec 2007 (18 years ago)
Document Number: L07000122160
FEI/EIN Number 611666373
Address: 1990 Main St., Sarasota, FL, 34236, US
Mail Address: 2214 Ellarose Circle, Sarasota, FL, 34232, US
ZIP code: 34236
City: Sarasota
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BARTOLOMEO ALBERT J Agent 2214 Ellarose Circle, Sarasota, FL, 34232
BARTOLOMEO ALBERT J Authorized Member 2214 Ellarose Circle, Sarasota, FL, 34232

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-08 1990 Main St., Suite 750, Sarasota, FL 34236 -
CHANGE OF MAILING ADDRESS 2023-04-08 1990 Main St., Suite 750, Sarasota, FL 34236 -
REGISTERED AGENT NAME CHANGED 2023-04-08 BARTOLOMEO, ALBERT J. -
REGISTERED AGENT ADDRESS CHANGED 2023-04-08 2214 Ellarose Circle, Sarasota, FL 34232 -

Documents

Name Date
ANNUAL REPORT 2024-04-10
ANNUAL REPORT 2023-04-08
ANNUAL REPORT 2022-03-28
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-05-01
ANNUAL REPORT 2019-04-02
ANNUAL REPORT 2018-04-19
ANNUAL REPORT 2017-04-05
ANNUAL REPORT 2016-03-28
ANNUAL REPORT 2015-01-09

USAspending Awards / Financial Assistance

Date:
2020-06-26
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
20833.32
Total Face Value Of Loan:
20833.32
Date:
2020-06-26
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
20833.32
Total Face Value Of Loan:
20833.32

Trademarks

Serial Number:
85351264
Mark:
BROAD REACH WEALTH MANAGEMENT
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2011-06-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BROAD REACH WEALTH MANAGEMENT

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2008-05-30
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$20,833.32
Date Approved:
2020-06-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,833.32
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$20,915.51
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $20,833.32

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Date of last update: 01 Aug 2025

Sources: Florida Department of State