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WEALTH INNOVATIONS, LLC - Florida Company Profile

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Company Details

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

WEALTH INNOVATIONS, 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: 26 Aug 2009 (16 years ago)
Document Number: L09000082685
FEI/EIN Number 270881482

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

Address: 8201 PETERS RD., SUITE 1000, PLANTATION, FL, 33324
Mail Address: 8201 PETERS RD., SUITE 1000, PLANTATION, FL, 33324
ZIP code: 33324
City: Fort Lauderdale
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
SANES MATTHEW D Manager 8201 PETERS RD., SUITE 1000, FL, 33324
SANES MATTHEW D Agent 8201 PETERS RD., PLANTATION, FL, 33324

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000000364 WEALTH INNOVATIONS ACTIVE 2018-01-02 2028-12-31 - 8201 PETERS RD., STE 1000, PLANTATION, FL, 33324

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2012-01-27 8201 PETERS RD., SUITE 1000, PLANTATION, FL 33324 -
CHANGE OF MAILING ADDRESS 2012-01-27 8201 PETERS RD., SUITE 1000, PLANTATION, FL 33324 -
REGISTERED AGENT ADDRESS CHANGED 2012-01-27 8201 PETERS RD., SUITE 1000, PLANTATION, FL 33324 -
REGISTERED AGENT NAME CHANGED 2011-01-04 SANES, MATTHEW D -

Documents

Name Date
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-05-08
ANNUAL REPORT 2022-04-28
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-04-01
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-07-24
ANNUAL REPORT 2017-03-16
ANNUAL REPORT 2016-04-26
ANNUAL REPORT 2015-04-17

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
3845.00
Total Face Value Of Loan:
3845.00

Trademarks

Serial Number:
87930686
Mark:
WEALTH INNOVATIONS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-05-21
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
WEALTH INNOVATIONS

Goods And Services

For:
Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment consultation in the fields of...
First Use:
2017-03-31
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87930673
Mark:
WEALTH INNOVATIONS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-05-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH INNOVATIONS

Goods And Services

For:
Financial management in the field of investment portfolios; Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private...
First Use:
2009-08-26
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$3,845
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$3,845
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$3,880.48
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $3,845

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Date of last update: 02 Jul 2025

Sources: Florida Department of State