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BERK WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: BERK WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

BERK 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 18 Aug 2015 (10 years ago)
Date of dissolution: 23 Sep 2016 (9 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 23 Sep 2016 (9 years ago)
Document Number: L15000141442
Address: 433 PLAZA REAL, SUITE 275, BOCA RATON, FL, 33432, US
Mail Address: 433 PLAZA REAL, SUITE 275, BOCA RATON, FL, 33432, US
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BERK HARVEY Manager 433 PLAZA REAL, SUITE 275, FL, 33432
BERK LINDA Manager 433 PLAZA REAL, SUITE 275, FL, 33432
BERK HARVEY Agent 433 PLAZA REAL, BOCA RATON, FL, 33432

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 - -

Documents

Name Date
Florida Limited Liability 2015-08-18

USAspending Awards / Financial Assistance

Date:
2020-05-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
15592.27
Total Face Value Of Loan:
15592.27

Trademarks

Serial Number:
86738954
Mark:
GRANDPARENT LEGACY PROGRAM
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2015-08-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GRANDPARENT LEGACY PROGRAM

Goods And Services

For:
Estate trust planning
First Use:
2015-07-24
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-05-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
15592.27
Current Approval Amount:
15592.27
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
15764

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Date of last update: 01 Jul 2025

Sources: Florida Department of State