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  5. PRIVADA WEALTH MANAGEMENT, LLC

PRIVADA WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: PRIVADA WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PRIVADA WEALTH MANAGEMENT, 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: 15 Oct 2012 (13 years ago)
Document Number: L12000130971
FEI/EIN Number 46-1267223

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 549 North Wymore Rd, Suite 208, Maitland, FL, 32751, US
Mail Address: 549 North Wymore Rd., Suite 208, Maitland, FL, 32751, US
ZIP code: 32751
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRIVADA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 461267223 2024-04-05 PRIVADA WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 N WYMORE RD STE 208, MAITLAND, FL, 327514257

Signature of
Role Plan administrator
Date 2024-04-05
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature
PRIVADA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 461267223 2023-07-06 PRIVADA WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 N WYMORE RD STE 208, MAITLAND, FL, 327514257

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature
PRIVADA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 461267223 2022-05-09 PRIVADA WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 N WYMORE RD STE 208, MAITLAND, FL, 327514257

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature
PRIVADA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 461267223 2021-04-26 PRIVADA WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 N WYMORE RD STE 208, MAITLAND, FL, 327514257

Signature of
Role Plan administrator
Date 2021-04-26
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature
PRIVADA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 461267223 2021-03-01 PRIVADA WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 N WYMORE RD STE 208, MAITLAND, FL, 327514257

Signature of
Role Plan administrator
Date 2021-03-01
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature
PRIVADA WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 461267223 2019-07-16 PRIVADA WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3212809081
Plan sponsor’s address 549 WYMORE RD SUITE 110B, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2019-07-16
Name of individual signing REY DESCALSO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
DESCALSO REY Managing Member 549 North Wymore Rd., Maitland, FL, 32751
DESCALSO REY Agent 549 North Wymore Road STE 110B, Maitland, FL, 32751

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-15 549 North Wymore Rd, Suite 208, Maitland, FL 32751 -
CHANGE OF MAILING ADDRESS 2020-01-15 549 North Wymore Rd, Suite 208, Maitland, FL 32751 -
REGISTERED AGENT ADDRESS CHANGED 2019-04-30 549 North Wymore Road STE 110B, Maitland, FL 32751 -

Documents

Name Date
ANNUAL REPORT 2025-01-30
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-02-28
ANNUAL REPORT 2021-05-17
AMENDED ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-03-05
ANNUAL REPORT 2017-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1279198405 2021-02-01 0491 PPP 549, MAITLAND, FL, 32751
Loan Status Date 2021-07-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53977.5
Loan Approval Amount (current) 53977.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address MAITLAND, SEMINOLE, FL, 32751
Project Congressional District FL-07
Number of Employees 3
NAICS code 523930
Borrower Race Asian
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 54188.91
Forgiveness Paid Date 2021-06-28

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Companies related by address

No other companies in our directory share the same address as PRIVADA WEALTH MANAGEMENT, LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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