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U.S. PRIVATE WEALTH, LLC - Florida Company Profile

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Company Details

Entity Name: U.S. PRIVATE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

U.S. PRIVATE WEALTH, 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: 08 Oct 2012 (13 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 18 Sep 2019 (6 years ago)
Document Number: L12000127851
FEI/EIN Number 46-2215233

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

Address: 4822 NORTHLAKE BLVD, PALM BEACH GARDENS, FL, 33418, US
Mail Address: 4822 NORTHLAKE BLVD, PALM BEACH GARDENS, FL, 33418, US
ZIP code: 33418
City: Palm Beach Gardens
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WALL MICHAEL DManager Manager 4822 NORTHLAKE BLVD, PALM BEACH GARDENS, FL, 33418
WALL MICHAEL DManager Agent 4822 NORTHLAKE BLVD, PALM BEACH GARDENS, FL, 33418

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 4822 NORTHLAKE BLVD, A, PALM BEACH GARDENS, FL 33418 -
CHANGE OF PRINCIPAL ADDRESS 2020-09-18 4822 NORTHLAKE BLVD, A, PALM BEACH GARDENS, FL 33418 -
CHANGE OF MAILING ADDRESS 2020-09-18 4822 NORTHLAKE BLVD, A, PALM BEACH GARDENS, FL 33418 -
REGISTERED AGENT NAME CHANGED 2020-03-03 WALL, MICHAEL D, Manager -
LC AMENDMENT AND NAME CHANGE 2019-09-18 U.S. PRIVATE WEALTH, LLC -
LC NAME CHANGE 2018-06-26 WALL WEALTH MANAGEMENT, LLC -
LC NAME CHANGE 2015-12-15 WALL PRIVATE WEALTH, LLC -
LC AMENDMENT 2013-03-06 - -

Documents

Name Date
ANNUAL REPORT 2025-02-06
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-03-05
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-11
AMENDED ANNUAL REPORT 2020-03-03
ANNUAL REPORT 2020-01-15
LC Amendment and Name Change 2019-09-18
ANNUAL REPORT 2019-02-14
LC Name Change 2018-06-26

Trademarks

Serial Number:
90840818
Mark:
THE EFFICIENT PORTFOLIO
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE EFFICIENT PORTFOLIO

Goods And Services

For:
Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
First Use:
2021-05-25
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jul 2025

Sources: Florida Department of State