| 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 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1697716 | 1250 S PINE ISLAND RD, STE 350, PLANTATION, FL, 33324 | 1250 S PINE ISLAND RD, STE 350, PLANTATION, FL, 33324 | 941-474-7100 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2024-11-13 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-27
| Form type | N-PX |
| File number | 028-22298 |
| Filing date | 2024-08-27 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-08
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-09
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2024-05-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-05
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2024-02-05 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-02
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2023-11-02 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-07
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2023-08-07 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-03
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2023-05-03 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-07
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2023-02-07 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-16
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2022-11-16 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-15
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2022-08-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-18
| Form type | 13F-HR |
| File number | 028-22298 |
| Filing date | 2022-02-18 |
| Reporting date | 2021-12-31 |
| File | View File |
| Name | Role |
|---|---|
| LEGACY WEALTH MANAGEMENT, INC. | Manager |
| LEGACY WEALTH MANAGEMENT, INC. | Agent |
| 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 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
