| Entity Name: | PAOLI WEALTH MANAGEMENT LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
PAOLI 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. |
| 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 Nov 2012 (12 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 22 Aug 2019 (6 years ago) |
| Document Number: | L12000141887 |
| FEI/EIN Number |
46-1354788
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Mail Address: | 1 LAS OLAS CIRCLE, FORT LAUDERDALE, FL, 33316, US |
| Address: | 1 Las Olas Cir, #1206, FORT LAUDERDALE, FL, 33316, US |
| ZIP code: | 33316 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| PAOLI LISA M | Managing Member | 1 LAS OLAS CIRCLE, FORT LAUDERDALE, FL, 33316 |
| PAOLI LISA M | Agent | 1 Las Olas Cir, FORT LAUDERDALE, FL, 33316 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G21000097613 | KM WEALTH MANAGEMENT | ACTIVE | 2021-07-27 | 2026-12-31 | - | 800 VILLAGE SQUARE CROSSING #311, PALM BEACH GARDEN, FL, 33410 |
| G21000065225 | LMP WEALTH MANAGEMENT | ACTIVE | 2021-05-12 | 2026-12-31 | - | 1 LAS OLAS CIR, #1206, FORT LAUDERDALE, FL, 33316--___ |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2022-02-08 | 1 Las Olas Cir, #1206, FORT LAUDERDALE, FL 33316 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-02-08 | 1 Las Olas Cir, #1206, FORT LAUDERDALE, FL 33316 | - |
| LC AMENDMENT AND NAME CHANGE | 2019-08-22 | PAOLI WEALTH MANAGEMENT LLC | - |
| CHANGE OF MAILING ADDRESS | 2013-01-25 | 1 Las Olas Cir, #1206, FORT LAUDERDALE, FL 33316 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-04 |
| ANNUAL REPORT | 2024-01-17 |
| ANNUAL REPORT | 2023-01-18 |
| ANNUAL REPORT | 2022-02-08 |
| ANNUAL REPORT | 2021-02-09 |
| ANNUAL REPORT | 2020-01-10 |
| LC Amendment and Name Change | 2019-08-22 |
| ANNUAL REPORT | 2019-02-06 |
| ANNUAL REPORT | 2018-01-15 |
| ANNUAL REPORT | 2017-02-10 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
