| Entity Name: | WEALTHTREE, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
WEALTHTREE, 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: | 04 Aug 2011 (14 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 08 Jul 2022 (3 years ago) |
| Document Number: | L11000090286 |
| FEI/EIN Number |
452939943
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 328 CRANDON BLVD., STE 119-350, KEY BISCAYNE, FL, 33149, US |
| Mail Address: | 328 CRANDON BLVD., STE 119-350, KEY BISCAYNE, FL, 33149, US |
| ZIP code: | 33149 |
| County: | Miami-Dade |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| HASNER MARK | Agent | 1 S.E. 3RD AVENUE, MIAMI, FL, 33131 |
| ASH MGMT INC. | Manager | - |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC NAME CHANGE | 2022-07-08 | WEALTHTREE, LLC | - |
| LC AMENDMENT AND NAME CHANGE | 2022-05-12 | WEALTHTREE ADVISORS LLC | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-01-17 | 1 S.E. 3RD AVENUE, SUITE 2950, MIAMI, FL 33131 | - |
| REGISTERED AGENT NAME CHANGED | 2022-01-17 | HASNER, MARK | - |
| LC AMENDMENT AND NAME CHANGE | 2021-09-03 | WEALTHFOUR ADVISORS LLC | - |
| CHANGE OF PRINCIPAL ADDRESS | 2021-09-03 | 328 CRANDON BLVD., STE 119-350, KEY BISCAYNE, FL 33149 | - |
| CHANGE OF MAILING ADDRESS | 2021-09-03 | 328 CRANDON BLVD., STE 119-350, KEY BISCAYNE, FL 33149 | - |
| LC NAME CHANGE | 2021-03-03 | WEALTHFOUR HLDGS, LLC | - |
| LC NAME CHANGE | 2021-02-24 | FOURHUNDRED HLDGS, LLC | - |
| LC NAME CHANGE | 2020-03-04 | FOURHUNDRED, LLC | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-04 |
| ANNUAL REPORT | 2024-02-27 |
| AMENDED ANNUAL REPORT | 2023-12-05 |
| ANNUAL REPORT | 2023-02-20 |
| LC Name Change | 2022-07-08 |
| LC Amendment and Name Change | 2022-05-12 |
| ANNUAL REPORT | 2022-01-17 |
| LC Amendment and Name Change | 2021-09-03 |
| LC Name Change | 2021-03-03 |
| LC Name Change | 2021-02-24 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
