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WANVIG PRIVATE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

WANVIG PRIVATE 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: 22 Oct 2012 (12 years ago)
Document Number: L12000133922
FEI/EIN Number 46-1344879

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

Address: 801 E. VENICE AVENUE SUITE 4, VENICE, FL, 34285, US
Mail Address: 801 E. VENICE AVENUE SUITE 4, VENICE, FL, 34285, US
ZIP code: 34285
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WPWM SOLO 401K PLAN 2017 461344879 2018-07-02 WANVIG PRIVATE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-12-20
Business code 523900
Sponsor’s telephone number 9414881777
Plan sponsor’s address 801 EAST VENICE AVE. #4, VENICE, FL, 34285

Signature of

Role Plan administrator
Date 2018-07-02
Name of individual signing STEPHEN W. WANVIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing NICOLE J. WANVIG
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Wanvig Stephen Managing Member 443 South Creek Drive, Osprey, FL, 34229
Wanvig Nicole Managing Member 443 South Creek Drive, Osprey, FL, 34229
WANVIG STEPHEN Agent 443 South Creek Drive, Osprey, FL, 34229

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-04-29 443 South Creek Drive, Osprey, FL 34229 -
CHANGE OF PRINCIPAL ADDRESS 2013-04-30 801 E. VENICE AVENUE SUITE 4, VENICE, FL 34285 -
CHANGE OF MAILING ADDRESS 2013-04-30 801 E. VENICE AVENUE SUITE 4, VENICE, FL 34285 -

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-04-30
ANNUAL REPORT 2015-04-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2633037307 2020-04-29 0455 PPP 801 E VENICE AVE STE 4, VENICE, FL, 34285
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21200
Loan Approval Amount (current) 21200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address VENICE, SARASOTA, FL, 34285-0001
Project Congressional District FL-17
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21423.78
Forgiveness Paid Date 2021-05-24
7607988501 2021-03-06 0455 PPS 801 E Venice Ave Ste 4, Venice, FL, 34285-7059
Loan Status Date 2021-12-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21250
Loan Approval Amount (current) 21250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Venice, SARASOTA, FL, 34285-7059
Project Congressional District FL-17
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21396.98
Forgiveness Paid Date 2021-11-19

Date of last update: 01 Mar 2025

Sources: Florida Department of State