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WEALTH PLANNING AND DESIGN LLC - Florida Company Profile

Company Details

Entity Name: WEALTH PLANNING AND DESIGN LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WEALTH PLANNING AND DESIGN 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: 23 Oct 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 11 Dec 2019 (5 years ago)
Document Number: L15000182320
FEI/EIN Number 47-4876103

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

Address: 6230 UNIVERSITY PKWY, SUITE 305, SARASOTA, FL, 34240, US
Mail Address: 6230 UNIVERSITY PKWY, SUITE 305, SARASOTA, FL, 34240, US
ZIP code: 34240
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
THE LEETZOW GROUP, LLC Agent -
RAMETTA JONI L Manager 6230 UNIVERSITY PKWY, SUITE 305, SARASOTA, FL, 34240

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000057480 COLLEGE PLANNING AND DESIGN EXPIRED 2018-05-10 2023-12-31 - 6230 UNIVERSITY PARKWAY #305, SARASOTA, FL, 34240

Events

Event Type Filed Date Value Description
LC DISSOCIATION MEM 2024-10-28 - -
LC AMENDMENT 2019-12-11 - -
REGISTERED AGENT NAME CHANGED 2019-12-11 THE LEETZOW GROUP LLC -
REGISTERED AGENT ADDRESS CHANGED 2019-12-11 ATTN: JONI LEETZOW RAMETTA, 6230 UNIVERSITY PKWY, SUITE 305, SARASOTA, FL 34240 -
LC AMENDMENT 2019-05-31 - -
CONVERSION 2015-10-23 - CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P15000039678. CONVERSION NUMBER 100000155211

Documents

Name Date
ANNUAL REPORT 2025-01-16
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-01-08
ANNUAL REPORT 2020-01-13
LC Amendment 2019-12-11
LC Amendment 2019-05-31
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State