| Entity Name: | SANCHEZ WEALTH MANAGEMENT GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
SANCHEZ WEALTH MANAGEMENT GROUP, 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. |
| 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: | 11 Mar 2010 (15 years ago) |
| Document Number: | L10000027095 |
| FEI/EIN Number |
272087535
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 5150 BELFORT RD., STE 702, JACKSONVILLE, FL, 32256-6038, US |
| Mail Address: | 5150 BELFORT RD., STE 702, JACKSONVILLE, FL, 32256-6038, US |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1697740 | 5150 BELFORT RD, STE 702, JACKSONVILLE, FL, 32256 | 5150 BELFORT RD, STE 702, JACKSONVILLE, FL, 32256 | 904-281-9261 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2024-11-05 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-17
| Form type | N-PX |
| File number | 028-18344 |
| Filing date | 2024-07-17 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-17
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2024-07-17 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-07
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2024-05-07 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-16
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2024-01-16 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-27
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2023-10-27 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-01
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2023-08-01 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-04
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2023-05-04 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-08
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2023-02-08 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-13
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2022-10-13 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-13
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2022-07-13 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-19
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2022-04-19 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-19
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2021-10-19 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-09
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2021-08-09 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-29
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2021-04-29 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-01
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2021-02-01 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-10
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2020-11-10 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-12
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2020-08-12 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-15
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2020-05-15 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-21
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2020-01-21 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-08
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2019-11-08 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-31
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2019-07-31 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-06
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2019-05-06 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-01
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2019-02-01 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-14
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2018-08-14 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-14
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2018-05-14 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-12
| Form type | 13F-HR |
| File number | 028-18344 |
| Filing date | 2018-02-12 |
| Reporting date | 2017-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2023 | 272087535 | 2024-07-25 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 6 | |||||||||||||||
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| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2022 | 272087535 | 2023-07-24 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 6 | |||||||||||||||
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| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2021 | 272087535 | 2022-03-11 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 6 | |||||||||||||||
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| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2020 | 272087535 | 2021-03-02 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 6 | |||||||||||||||
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| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2019 | 272087535 | 2020-05-04 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 7 | |||||||||||||||
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| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 2018 | 272087535 | 2019-02-11 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | 5 | |||||||||||||||
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| Name | Role | Address |
|---|---|---|
| SANCHEZ CHRISTEN L | Managing Member | 5150 BELFORT RD, STE 702, JACKSONVILLE, FL, 322566038 |
| COLEMAN C RANDOLPH | Agent | 5011 Gate Parkway, JACKSONVILLE, FL, 32256 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2025-02-12 | Miller, John, Esq. | - |
| REGISTERED AGENT ADDRESS CHANGED | 2025-02-12 | 220 Ponte Vedra Park Drive, Suite 280, Ponte Vedra Beach, FL 32082 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-01-24 | 5011 Gate Parkway, Bldg 100, Suite 100, JACKSONVILLE, FL 32256 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-12 |
| ANNUAL REPORT | 2024-04-03 |
| ANNUAL REPORT | 2023-01-27 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-15 |
| ANNUAL REPORT | 2019-02-11 |
| ANNUAL REPORT | 2018-01-19 |
| ANNUAL REPORT | 2017-01-09 |
| ANNUAL REPORT | 2016-02-04 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2667147107 | 2020-04-11 | 0491 | PPP | 5150 Belfort Rd Ste 702, JACKSONVILLE, FL, 32256-6010 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Mar 2025
Sources: Florida Department of State
