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THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

THE SADE GROUP PRIVATE 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.
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: 04 May 2015 (10 years ago)
Document Number: L15000078157
FEI/EIN Number 47-4029686

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

Address: 477 SE RIVERSIDE DRIVE, Stuart, FL, 34994, US
Mail Address: 477 SE RIVERSIDE DRIVE, Stuart, FL, 34994, US
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2023 474029686 2024-03-29 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2024-03-29
Name of individual signing SCOTT SADE
Valid signature Filed with authorized/valid electronic signature
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2022 474029686 2023-05-26 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing SCOTT SADE
Valid signature Filed with authorized/valid electronic signature
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2021 474029686 2022-04-13 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2020 474029686 2021-06-02 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2019 474029686 2020-06-05 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2018 474029686 2019-04-18 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 7722101455
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2017 474029686 2018-03-01 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994
THE SADE GROUP PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2016 474029686 2017-07-10 THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523110
Plan sponsor’s address 477 SE RIVERSIDE DRIVE, STUART, FL, 34994

Key Officers & Management

Name Role Address
SADE SCOTT B Agent 477 SE RIVERSIDE DRIVE, Stuart, FL, 34994
SCOTT B SADE TRUST Manager 477 SE RIVERSIDE DRIVE, Stuart, FL, 34994
ROBIN LYNN MILEY TRUST Manager 477 SE RIVERSIDE DRIVE, Stuart, FL, 34994

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-26 477 SE RIVERSIDE DRIVE, Stuart, FL 34994 -
CHANGE OF MAILING ADDRESS 2023-04-26 477 SE RIVERSIDE DRIVE, Stuart, FL 34994 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-26 477 SE RIVERSIDE DRIVE, Stuart, FL 34994 -

Documents

Name Date
ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-26
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-24
ANNUAL REPORT 2016-04-25
Florida Limited Liability 2015-05-04

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9221917110 2020-04-15 0455 PPP 477 SE Riverside Dr, STUART, FL, 34994
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37162.5
Loan Approval Amount (current) 37162.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Unanswered
Project Address STUART, MARTIN, FL, 34994-1001
Project Congressional District FL-21
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37464.46
Forgiveness Paid Date 2021-02-10

Date of last update: 02 Apr 2025

Sources: Florida Department of State