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AILERON WEALTH MANAGEMENT PLLC - Florida Company Profile

Company Details

Entity Name: AILERON WEALTH MANAGEMENT PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

AILERON WEALTH MANAGEMENT PLLC 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: 08 Oct 2014 (11 years ago)
Document Number: L14000157101
FEI/EIN Number 47-2038805

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

Address: 407 Wekiva Springs Road, Longwood, FL, 32779, US
Mail Address: 407 Wekiva Springs Road, Longwood, FL, 32779, US
ZIP code: 32779
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AILERON WEALTH MANAGEMENT 401(K) PLAN 2023 832039463 2024-05-14 AILERON WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 4078890065
Plan sponsor’s address 407 WEKIVA SPRINGS ROAD, SUITE 215, LONGWOOD, FL, 32779

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
AILERON WEALTH MANAGEMENT 401(K) PLAN 2022 832039463 2023-05-27 AILERON WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 4078890065
Plan sponsor’s address 407 WEKIVA SPRINGS ROAD, SUITE 215, LONGWOOD, FL, 32779

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
AILERON WEALTH MANAGEMENT 401(K) PLAN 2021 832039463 2022-06-01 AILERON WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 4078890065
Plan sponsor’s address 407 WEKIVA SPRINGS ROAD, SUITE 215, LONGWOOD, FL, 32779

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
AILERON WEALTH MANAGEMENT 401(K) PLAN 2020 832039463 2021-04-28 AILERON WEALTH MANAGEMENT 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 4078890065
Plan sponsor’s address 407 WEKIVA SPRINGS ROAD, SUITE 215, LONGWOOD, FL, 32779

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-04-28
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SANTONI LAW, P.A. Agent -
LOOP MARK Authorized Member 2820 EASTERN PARKWAY, WINTER PARK, FL, 32789

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-03-02 407 Wekiva Springs Road, 215, Longwood, FL 32779 -
CHANGE OF MAILING ADDRESS 2016-03-02 407 Wekiva Springs Road, 215, Longwood, FL 32779 -

Documents

Name Date
ANNUAL REPORT 2025-02-10
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-28
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-25
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-03-02

Date of last update: 01 Apr 2025

Sources: Florida Department of State