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LIGHTHOUSE WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

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

LIGHTHOUSE 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: 12 Nov 2008 (17 years ago)
Document Number: L08000105097
FEI/EIN Number 263697704

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

Address: 2205 McGregor Blvd, FORT MYERS, FL, 33901, US
Mail Address: 2205 McGregor Blvd, FORT MYERS, FL, 33901, US
ZIP code: 33901
City: Fort Myers
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Lowman Tara J Auth 2205 McGregor Blvd, FORT MYERS, FL, 33901
LOWMAN CALEB A Agent 2205 McGregor Blvd, FORT MYERS, FL, 33901
LOWMAN CALEB Managing Member 2205 McGregor Blvd, FORT MYERS, FL, 33901

Form 5500 Series

Employer Identification Number (EIN):
263697704
Plan Year:
2016
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
2
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-02-07 2205 McGregor Blvd, FORT MYERS, FL 33901 -
CHANGE OF PRINCIPAL ADDRESS 2018-03-28 2205 McGregor Blvd, FORT MYERS, FL 33901 -
CHANGE OF MAILING ADDRESS 2018-03-28 2205 McGregor Blvd, FORT MYERS, FL 33901 -
REGISTERED AGENT NAME CHANGED 2011-01-04 LOWMAN, CALEB A -

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-03-09
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-03-03
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-03-28
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-04-29
ANNUAL REPORT 2015-03-24

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
59660.00
Total Face Value Of Loan:
59660.00

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$59,660
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$59,660
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$60,233.72
Servicing Lender:
Wells Fargo Bank, National Association
Use of Proceeds:
Payroll: $59,660

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Date of last update: 02 Jul 2025

Sources: Florida Department of State