LWM ADVISORY SERVICES, LLC - Florida Company Profile
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| Entity Name: | LWM ADVISORY SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
LWM ADVISORY SERVICES, 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: | 06 Jun 2014 (11 years ago) |
| Document Number: | L14000091483 |
| FEI/EIN Number |
47-1045931
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324 |
| Mail Address: | 1250 S. PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324 |
| ZIP code: | 33324 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| Name | Role |
|---|---|
| LEGACY WEALTH MANAGEMENT, INC. | Manager |
| LEGACY WEALTH MANAGEMENT, INC. | Agent |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2021-01-11 | Legacy Wealth Management, Inc. | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-26 |
| ANNUAL REPORT | 2023-01-22 |
| ANNUAL REPORT | 2022-01-23 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-20 |
| ANNUAL REPORT | 2019-02-15 |
| ANNUAL REPORT | 2018-01-11 |
| ANNUAL REPORT | 2017-01-23 |
| ANNUAL REPORT | 2016-01-25 |
| ANNUAL REPORT | 2015-01-14 |
This company hasn't received any reviews.
Date of last update: 02 Jun 2025
Sources: Florida Department of State