| Entity Name: | PALACIOS WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
PALACIOS 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: | 03 Oct 2014 (11 years ago) |
| Document Number: | L14000154678 |
| FEI/EIN Number |
47-2004231
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 595 W. Granada Blvd., Ormond Beach, FL, 32174, US |
| Mail Address: | 595 W. Granada Blvd., Ormond Beach, FL, 32174, US |
| ZIP code: | 32174 |
| County: | Volusia |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0002053829 | 595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, 32174 | 595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, 32174 | 386-271-2127 | |||||||||||
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| Form type | 13F-HR |
| File number | 028-24671 |
| Filing date | 2025-01-30 |
| Reporting date | 2024-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| Palacios Erick J | President | 595 W. Granada Blvd., Ormond Beach, FL, 32174 |
| PALACIOS ERICK J | Agent | 595 W. Granada Blvd., Ormond Beach, FL, 32174 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000091856 | PLAN TO PROSPER WEALTH MANAGEMENT | ACTIVE | 2023-08-07 | 2028-12-31 | - | 595 W. GRANADA BLVD., STE. K, ORMOND BEACH, FL, 32174 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2024-01-07 | 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2023-08-09 | 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 | - |
| CHANGE OF MAILING ADDRESS | 2023-08-09 | 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-05 |
| ANNUAL REPORT | 2024-01-07 |
| ANNUAL REPORT | 2023-01-03 |
| ANNUAL REPORT | 2022-01-05 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-07 |
| ANNUAL REPORT | 2019-02-05 |
| ANNUAL REPORT | 2018-01-16 |
| ANNUAL REPORT | 2017-01-09 |
| ANNUAL REPORT | 2016-03-08 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4909368004 | 2020-06-26 | 0491 | PPP | 101 2nd Street Ste. 402, Holly Hill, FL, 32117-4903 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Apr 2025
Sources: Florida Department of State
