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DELGADO WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

DELGADO 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: 11 Aug 2014 (11 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 15 Dec 2014 (10 years ago)
Document Number: L14000125263
FEI/EIN Number 47-1538473

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

Address: 3322 CLAY AVE., ORLANDO, FL, 32804, US
Mail Address: 6428 Parson Brown Dr, Orlando, FL, 32819, US
ZIP code: 32804
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Delgado Amilka Authorized Member 6428 Parson Brown Dr, Orlando, FL, 32819
Jones John Auth 6440 Axeitos Terr Unit 108, Orlando, FL, 32835
DELGADO AMILKA Agent 6428 Parson Brown Dr, Orlando, FL, 32819

Form 5500 Series

Employer Identification Number (EIN):
471538473
Plan Year:
2017
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
1
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000148026 WISDOM PLANNING GROUP ACTIVE 2021-11-04 2026-12-31 - 3322 CLAY AVE, ORLANDO, FL, 32804
G19000130463 WISDOM PLANNING GROUP EXPIRED 2019-12-10 2024-12-31 - 3322 CLAY AVE., ORLANDO, FL, 32804

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2025-01-28 3322 CLAY AVE., ORLANDO, FL 32804 -
REGISTERED AGENT ADDRESS CHANGED 2025-01-28 6428 Parson Brown Dr, Orlando, FL 32819 -
CHANGE OF MAILING ADDRESS 2020-04-29 3322 CLAY AVE., ORLANDO, FL 32804 -
REGISTERED AGENT ADDRESS CHANGED 2020-04-29 6665 Edgeworth Dr, Orlando, FL 32819 -
CHANGE OF PRINCIPAL ADDRESS 2016-04-21 3322 CLAY AVE., ORLANDO, FL 32804 -
LC AMENDMENT AND NAME CHANGE 2014-12-15 DELGADO WEALTH MANAGEMENT, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-28
ANNUAL REPORT 2024-03-26
AMENDED ANNUAL REPORT 2023-05-11
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-04-29
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-11

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
12500.00
Total Face Value Of Loan:
12500.00
Date:
2020-04-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Charged Off
SBA Guaranty Percentage:
100
Initial Approval Amount:
12500
Current Approval Amount:
12500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered

Date of last update: 01 May 2025

Sources: Florida Department of State