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EMERALD WEALTH MANAGEMENT SOLUTIONS, LLC - Florida Company Profile

Company Details

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

EMERALD WEALTH MANAGEMENT SOLUTIONS, 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 Mar 2008 (17 years ago)
Document Number: L08000032693
FEI/EIN Number 262309664

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

Address: 3011 DEL PRADO BLVD S, CAPE CORAL, FL, 33904
Mail Address: 3011 DEL PRADO BLVD S, CAPE CORAL, FL, 33904
ZIP code: 33904
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MATHIS DEANNE Managing Member 3969 Pomodoro Circle #303, CAPE CORAL, FL, 33909
MATHIS TERRY O Manager 3969 Pomodoro Circle #303, CAPE CORAL, FL, 33909
MATHIS DEANNE Agent 3969 Pomodoro Circle #303, CAPE CORAL, FL, 33909

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2020-06-08 3969 Pomodoro Circle #303, CAPE CORAL, FL 33909 -
CHANGE OF MAILING ADDRESS 2010-01-06 3011 DEL PRADO BLVD S, CAPE CORAL, FL 33904 -
CHANGE OF PRINCIPAL ADDRESS 2009-08-10 3011 DEL PRADO BLVD S, CAPE CORAL, FL 33904 -

Documents

Name Date
ANNUAL REPORT 2024-04-15
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-04-14
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-06-08
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-04-18
ANNUAL REPORT 2017-02-24
ANNUAL REPORT 2016-02-11
ANNUAL REPORT 2015-04-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2106137300 2020-04-29 0455 PPP 3011 DEL PRADO BLVD S, CAPE CORAL, FL, 33904
Loan Status Date 2021-01-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 30200
Loan Approval Amount (current) 30200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 22749
Servicing Lender Name Busey Bank
Servicing Lender Address 100 W University Ave, CHAMPAIGN, IL, 61820-3910
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address CAPE CORAL, LEE, FL, 33904-0001
Project Congressional District FL-19
Number of Employees 3
NAICS code 523930
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 22749
Originating Lender Name Busey Bank
Originating Lender Address CHAMPAIGN, IL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 30374.58
Forgiveness Paid Date 2020-12-02

Date of last update: 01 Apr 2025

Sources: Florida Department of State