LEVELL WEALTH MANAGEMENT, LLC

Company Details

Entity Name:	LEVELL WEALTH MANAGEMENT, LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Company
Status:	Active
Date Filed:	06 Nov 2014 (10 years ago)
Last Event:	LC AMENDMENT AND NAME CHANGE
Event Date Filed:	26 Nov 2019 (5 years ago)
Document Number:	L14000173205
FEI/EIN Number	N/A
Address:	110 Sullivan Street, suite 112, PUNTA GORDA, FL 33950
Mail Address:	110 Sullivan Street, suite 112, PUNTA GORDA, FL 33950
ZIP code:	33950
County:	Charlotte
Place of Formation:	FLORIDA

Name	Role
MCCRORY LAW FIRM, PL	Agent

Name	Role	Address
LEVELL, JAMES M	Authorized Member	514 SAN AMBROSIO, PUNTA GORDA, FL 33983

Event Type	Filed Date	Value	Description
LC AMENDMENT AND NAME CHANGE	2019-11-26	LEVELL WEALTH MANAGEMENT, LLC	No data
REGISTERED AGENT NAME CHANGED	2016-04-13	MCCRORY LAW FIRM, PL	No data

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

9440107310

2020-05-02

0455

PPP

230 BAL HARBOR BLVD SUITE 113, PUNTA GORDA, FL, 33950

Loan Status Date	2021-05-12
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	41021
Loan Approval Amount (current)	41021
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	12096
Servicing Lender Name	Wells Fargo Bank, National Association
Servicing Lender Address	101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	PUNTA GORDA, CHARLOTTE, FL, 33950-0200
Project Congressional District	FL-17
Number of Employees	2
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	12096
Originating Lender Name	Wells Fargo Bank, National Association
Originating Lender Address	SIOUX FALLS, SD
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	41393
Forgiveness Paid Date	2021-04-08

Date of last update: 20 Feb 2025