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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.

BROAD REACH 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: 10 Dec 2007 (18 years ago)
Document Number: L07000122160
FEI/EIN Number 611666373

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

Address: 1990 Main St., Sarasota, FL, 34236, US
Mail Address: 2214 Ellarose Circle, Sarasota, FL, 34232, US
ZIP code: 34236
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

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

Date Approved:
2020-06-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20833.32
Current Approval Amount:
20833.32
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
20915.51

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Date of last update: 01 Jun 2025

Sources: Florida Department of State