| Entity Name: | WEALTH REALM, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
WEALTH REALM, 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: | 05 Oct 2015 (10 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 18 Oct 2016 (9 years ago) |
| Document Number: | L15000168444 |
| FEI/EIN Number |
47-5238239
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 23643 Milford Dr, Eustis, FL, 32736, US |
| Mail Address: | 23643 Milford Dr, Eustis, FL, 32736, US |
| ZIP code: | 32736 |
| County: | Lake |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 475238239 | 2024-04-17 | WEALTH REALM LLC | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-17 |
| Name of individual signing | JEFFREY ACKLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4077973100 |
| Plan sponsor’s address | 23643 MILFORD DR, EUSTIS, FL, 32736 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-04 |
| Name of individual signing | JEFFREY ACKLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4077973100 |
| Plan sponsor’s address | 1400 KELLOGG DR, TAVARES, FL, 32778 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-21 |
| Name of individual signing | JEFF ACKLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4077973100 |
| Plan sponsor’s address | 1400 KELLOGG DR, TAVARES, FL, 32778 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-07 |
| Name of individual signing | JEFFREY ACKLER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| ACKLER JEFFREY | Manager | 23643 Milford Dr, Eustis, FL, 32736 |
| ACKLER JEFFREY | Agent | 23643 Milford Dr, Eustis, FL, 32736 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-01-31 | 23643 Milford Dr, Eustis, FL 32736 | - |
| CHANGE OF MAILING ADDRESS | 2023-01-31 | 23643 Milford Dr, Eustis, FL 32736 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-01-31 | 23643 Milford Dr, Eustis, FL 32736 | - |
| REINSTATEMENT | 2016-10-18 | - | - |
| REGISTERED AGENT NAME CHANGED | 2016-10-18 | ACKLER, JEFFREY | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2016-09-23 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-05 |
| ANNUAL REPORT | 2024-01-30 |
| ANNUAL REPORT | 2023-01-31 |
| ANNUAL REPORT | 2022-01-26 |
| ANNUAL REPORT | 2021-01-31 |
| ANNUAL REPORT | 2020-01-17 |
| ANNUAL REPORT | 2019-02-26 |
| ANNUAL REPORT | 2018-03-04 |
| ANNUAL REPORT | 2017-01-11 |
| REINSTATEMENT | 2016-10-18 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1259838410 | 2021-02-01 | 0491 | PPP | 1400, TAVARES, FL, 32778 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 May 2025
Sources: Florida Department of State
