| Entity Name: | BERGER WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
BERGER 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: | 08 Apr 2015 (10 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 05 Apr 2021 (4 years ago) |
| Document Number: | L15000061536 |
| FEI/EIN Number |
45-3672866
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 5621 Strand Blvd, 305, Naples, FL, 34110, US |
| Mail Address: | 5621 Strand Blvd, 305, Naples, FL, 34110, US |
| ZIP code: | 34110 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| BERGER JAMIE | Manager | 5621 Strand Blvd, Naples, FL, 34110 |
| BERGER Jamie | Agent | 5621 Strand Blvd, Naples, FL, 34110 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-02-07 | 5621 Strand Blvd, 305, Naples, FL 34110 | - |
| CHANGE OF MAILING ADDRESS | 2024-02-07 | 5621 Strand Blvd, 305, Naples, FL 34110 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-02-07 | 5621 Strand Blvd, 305, Naples, FL 34110 | - |
| LC AMENDMENT AND NAME CHANGE | 2021-04-05 | BERGER WEALTH MANAGEMENT, LLC | - |
| REGISTERED AGENT NAME CHANGED | 2021-03-16 | BERGER, Jamie | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-12 |
| ANNUAL REPORT | 2024-02-07 |
| ANNUAL REPORT | 2023-01-29 |
| ANNUAL REPORT | 2022-01-19 |
| LC Amendment and Name Change | 2021-04-05 |
| ANNUAL REPORT | 2021-03-16 |
| ANNUAL REPORT | 2020-01-28 |
| ANNUAL REPORT | 2019-02-13 |
| ANNUAL REPORT | 2018-01-24 |
| ANNUAL REPORT | 2017-03-16 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
