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XCEL WEALTH MANAGEMENT, LLC

Company Details

Entity Name: XCEL WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 08 Aug 2011 (14 years ago)
Document Number: L11000091231
FEI/EIN Number 453081901
Address: 101 2nd Street, Holly Hill, FL, 32117, US
Mail Address: 101 2nd street, Holly Hill, FL, 32117, US
ZIP code: 32117
County: Volusia
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1791002 101 2ND STREET, STE 402, HOLLY HILL, FL, 32117 101 2ND STREET, STE 402, HOLLY HILL, FL, 32117 3868723440

Filings since 2024-10-21

Form type 13F-HR
File number 028-19613
Filing date 2024-10-21
Reporting date 2024-09-30
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Filings since 2024-08-21

Form type N-PX
File number 028-19613
Filing date 2024-08-21
Reporting date 2024-06-30
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Filings since 2024-07-23

Form type 13F-HR
File number 028-19613
Filing date 2024-07-23
Reporting date 2024-06-30
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Filings since 2024-04-22

Form type 13F-HR
File number 028-19613
Filing date 2024-04-22
Reporting date 2024-03-31
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Filings since 2024-01-29

Form type 13F-HR
File number 028-19613
Filing date 2024-01-29
Reporting date 2023-12-31
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Filings since 2023-10-17

Form type 13F-HR
File number 028-19613
Filing date 2023-10-17
Reporting date 2023-09-30
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Filings since 2023-07-26

Form type 13F-HR
File number 028-19613
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-04-26

Form type 13F-HR
File number 028-19613
Filing date 2023-04-26
Reporting date 2023-03-31
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Filings since 2023-02-15

Form type 13F-HR/A
File number 028-19613
Filing date 2023-02-15
Reporting date 2022-12-31
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Filings since 2023-01-19

Form type 13F-HR
File number 028-19613
Filing date 2023-01-19
Reporting date 2022-12-31
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Filings since 2022-10-20

Form type 13F-HR
File number 028-19613
Filing date 2022-10-20
Reporting date 2022-09-30
File View File

Filings since 2022-07-26

Form type 13F-HR
File number 028-19613
Filing date 2022-07-26
Reporting date 2022-06-30
File View File

Filings since 2022-04-29

Form type 13F-HR
File number 028-19613
Filing date 2022-04-29
Reporting date 2022-03-31
File View File

Filings since 2022-02-03

Form type 13F-HR
File number 028-19613
Filing date 2022-02-03
Reporting date 2021-12-31
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Filings since 2021-10-21

Form type 13F-HR
File number 028-19613
Filing date 2021-10-21
Reporting date 2021-09-30
File View File

Filings since 2021-07-15

Form type 13F-HR
File number 028-19613
Filing date 2021-07-15
Reporting date 2021-06-30
File View File

Filings since 2021-04-15

Form type 13F-HR
File number 028-19613
Filing date 2021-04-15
Reporting date 2021-03-31
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Filings since 2021-01-13

Form type 13F-HR
File number 028-19613
Filing date 2021-01-13
Reporting date 2020-12-31
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Filings since 2020-10-27

Form type 13F-HR
File number 028-19613
Filing date 2020-10-27
Reporting date 2020-09-30
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Filings since 2020-07-10

Form type 13F-HR
File number 028-19613
Filing date 2020-07-10
Reporting date 2020-06-30
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Filings since 2020-04-07

Form type 13F-HR
File number 028-19613
Filing date 2020-04-07
Reporting date 2020-03-31
File View File

Filings since 2020-01-09

Form type 13F-HR
File number 028-19613
Filing date 2020-01-09
Reporting date 2019-12-31
File View File

Filings since 2019-11-12

Form type 13F-HR
File number 028-19613
Filing date 2019-11-12
Reporting date 2019-09-30
File View File

Filings since 2019-11-12

Form type 13F-HR
File number 028-19613
Filing date 2019-11-12
Reporting date 2019-06-30
File View File

Filings since 2019-11-12

Form type 13F-HR
File number 028-19613
Filing date 2019-11-12
Reporting date 2019-03-31
File View File

Filings since 2019-11-12

Form type 13F-HR
File number 028-19613
Filing date 2019-11-12
Reporting date 2018-12-31
File View File

Agent

Name Role Address
XYNIDIS JON S Agent 4546 S. PENINSULA, PONCE INLET, FL, 32127

Managing Member

Name Role Address
XYNIDIS JON S Managing Member 4546 S. PENINSULA, PONCE INLET, FL, 32127

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-04-07 101 2nd Street, suite 402, Holly Hill, FL 32117 No data
CHANGE OF MAILING ADDRESS 2017-04-07 101 2nd Street, suite 402, Holly Hill, FL 32117 No data

Documents

Name Date
ANNUAL REPORT 2024-04-03
ANNUAL REPORT 2023-04-25
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-22
ANNUAL REPORT 2020-06-09
ANNUAL REPORT 2019-04-04
ANNUAL REPORT 2018-03-26
ANNUAL REPORT 2017-04-07
ANNUAL REPORT 2016-04-08
ANNUAL REPORT 2015-03-19

Date of last update: 01 Feb 2025

Sources: Florida Department of State