Search icon

ELITE WEALTH ADVISORS LLC - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: ELITE WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ELITE WEALTH ADVISORS 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: 06 Dec 2013 (12 years ago)
Document Number: L13000169420
FEI/EIN Number 46-4243494

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

Address: 5391 Lakewood Ranch Blvd N. Ste 303, Sarasota, FL, 34240, US
Mail Address: 5391 Lakewood Ranch Blvd N. Ste 303, Sarasota, FL, 34240, US
ZIP code: 34240
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MCCARTY KALEB D Manager 5391 Lakewood Ranch Blvd N. Ste 303, Sarasota, FL, 34240
FUNDERFUL LLC Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000106472 TRUSURANCE EXPIRED 2017-09-26 2022-12-31 - 5391 LAKEWOOD RANCH BLVD N STE 303, SARASOTA, FL, 34240
G15000127025 ELITE TAX PLANNING GROUP EXPIRED 2015-12-16 2020-12-31 - 2 N TAMIAMI TR STE 306, SARASOTA, FL, 34236

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-04-03 14818 Sundial Pl, Lakewood Ranch, FL 34202 -
CHANGE OF PRINCIPAL ADDRESS 2018-01-23 5391 Lakewood Ranch Blvd N. Ste 303, Sarasota, FL 34240 -
CHANGE OF MAILING ADDRESS 2018-01-23 5391 Lakewood Ranch Blvd N. Ste 303, Sarasota, FL 34240 -
REGISTERED AGENT NAME CHANGED 2017-04-06 FUNDERFUL LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-07
ANNUAL REPORT 2024-04-03
ANNUAL REPORT 2023-02-27
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-03-12
ANNUAL REPORT 2018-01-23
ANNUAL REPORT 2017-04-06
ANNUAL REPORT 2016-04-27

USAspending Awards / Financial Assistance

Date:
2020-04-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
86172259
Mark:
ELITE WEALTH ADVISORS
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-01-22
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
ELITE WEALTH ADVISORS

Goods And Services

For:
Providing advice and consultation services concerning financial planning products directed to independent insurance representatives and registered financial consultants
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
86166371
Mark:
ELITE WEALTH ADVISORS
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-01-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ELITE WEALTH ADVISORS

Goods And Services

For:
Providing advice and consultation services concerning financial planning products directed to independent insurance representatives and registered financial consultants
International Classes:
035 - Primary Class
Class Status:
ACTIVE

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 01 Jun 2025

Sources: Florida Department of State