| Entity Name: | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 09 Mar 2011 (14 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 26 Oct 2021 (3 years ago) |
| Document Number: | L11000029297 |
| FEI/EIN Number | 275468862 |
| Address: | 3940 LEWIS SPEEDWAY, SUITE # 2201, ST. AUGUSTINE, FL, 32084, US |
| Mail Address: | 3940 LEWIS SPEEDWAY, SUITE # 2201, ST. AUGUSTINE, FL, 32084, US |
| ZIP code: | 32084 |
| County: | St. Johns |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1914987 | 3940 LEWIS SPEEDWAY, SUITE 2201, ST. AUGUSTINE, FL, 32084 | 3940 LEWIS SPEEDWAY, SUITE 2201, ST. AUGUSTINE, FL, 32084 | 904-825-0422 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2024-11-05 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-02
| Form type | N-PX |
| File number | 028-22372 |
| Filing date | 2024-08-02 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-30
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2024-07-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-03
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2024-05-03 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-26
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2024-01-26 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-07
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2023-11-07 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-20
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2023-01-20 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-27
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2022-10-27 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-22
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2022-07-22 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-05
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2022-05-05 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-03-11
| Form type | 13F-HR |
| File number | 028-22372 |
| Filing date | 2022-03-11 |
| Reporting date | 2021-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| Schrum Owen | Agent | 3940 LEWIS SPEEDWAY, ST. AUGUSTINE, FL, 32084 |
| Name | Role | Address |
|---|---|---|
| SCHRUM OWEN | President | 3940 LEWIS SPEEDWAY, ST. AUGUSTINE, FL, 32084 |
| Name | Role | Address |
|---|---|---|
| SCHRUM ERIC | Authorized Member | 3940 LEWIS SPEEDWAY, ST. AUGUSTINE, FL, 32084 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G18000136176 | SCHRUM PRIVATE WEALTH MANAGEMENT | EXPIRED | 2018-12-27 | 2023-12-31 | No data | 3940 LEWIS SPEEDWAY SUITE 2201, ST. AUGUSTINE, FL, 32084 |
| G13000102208 | FOUNDERS WEALTH MANAGEMENT AND PLANNING | EXPIRED | 2013-10-16 | 2018-12-31 | No data | 3940 LEWIS SPEEDWAY, STE# 2201, SAINT AUGUSTINE, FL, 32084 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT | 2021-10-26 | No data | No data |
| LC NAME CHANGE | 2021-02-04 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | No data |
| LC AMENDMENT | 2021-01-04 | No data | No data |
| REGISTERED AGENT NAME CHANGED | 2015-01-28 | Schrum, Owen | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2015-01-28 | 3940 LEWIS SPEEDWAY, SUITE # 2201, ST. AUGUSTINE, FL 32084 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2013-04-29 | 3940 LEWIS SPEEDWAY, SUITE # 2201, ST. AUGUSTINE, FL 32084 | No data |
| CHANGE OF MAILING ADDRESS | 2013-04-29 | 3940 LEWIS SPEEDWAY, SUITE # 2201, ST. AUGUSTINE, FL 32084 | No data |
| LC AMENDMENT AND NAME CHANGE | 2011-04-28 | DOGWOOD INVESTMENT PARTNERS, LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-03 |
| ANNUAL REPORT | 2023-01-05 |
| ANNUAL REPORT | 2022-01-03 |
| LC Amendment | 2021-10-26 |
| LC Name Change | 2021-02-04 |
| ANNUAL REPORT | 2021-01-05 |
| LC Amendment | 2021-01-04 |
| ANNUAL REPORT | 2020-01-02 |
| ANNUAL REPORT | 2019-01-03 |
| ANNUAL REPORT | 2018-01-03 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
