| Entity Name: | LEVELL WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
LEVELL 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: | 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 |
NOT APPLICABLE
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 110 Sullivan Street, PUNTA GORDA, FL, 33950, US |
| Mail Address: | 110 Sullivan Street, PUNTA GORDA, FL, 33950, US |
| ZIP code: | 33950 |
| County: | Charlotte |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| LEVELL JAMES M | Authorized Member | 514 SAN AMBROSIO, PUNTA GORDA, FL, 33983 |
| MCCRORY LAW FIRM, PL | Agent | - |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT AND NAME CHANGE | 2019-11-26 | LEVELL WEALTH MANAGEMENT, LLC | - |
| REGISTERED AGENT NAME CHANGED | 2016-04-13 | MCCRORY LAW FIRM, PL | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-11 |
| ANNUAL REPORT | 2024-03-24 |
| ANNUAL REPORT | 2023-02-14 |
| ANNUAL REPORT | 2022-03-25 |
| ANNUAL REPORT | 2021-04-05 |
| ANNUAL REPORT | 2020-04-02 |
| LC Amendment and Name Change | 2019-11-26 |
| ANNUAL REPORT | 2019-03-20 |
| ANNUAL REPORT | 2018-04-20 |
| ANNUAL REPORT | 2017-04-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9440107310 | 2020-05-02 | 0455 | PPP | 230 BAL HARBOR BLVD SUITE 113, PUNTA GORDA, FL, 33950 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
