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  5. PFG PRIVATE WEALTH MANAGEMENT, LLC

PFG PRIVATE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

PFG 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: 01 Dec 2015 (9 years ago)
Document Number: L15000198529
FEI/EIN Number 81-0693395

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
Mail Address: 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
ZIP code: 33548
County: Hillsborough
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1799957 18572 N DALE MABRY HIGHWAY, LUTZ, FL, 33548 18572 N DALE MABRY HIGHWAY, LUTZ, FL, 33548 8132867776

Filings since 2024-11-05
Form type 13F-HR
File number 028-19666
Filing date 2024-11-05
Reporting date 2024-09-30
File View File

Filings since 2024-07-16
Form type N-PX
File number 028-19666
Filing date 2024-07-16
Reporting date 2024-06-30
File View File

Filings since 2024-07-15
Form type 13F-HR
File number 028-19666
Filing date 2024-07-15
Reporting date 2024-06-30
File View File

Filings since 2024-04-23
Form type 13F-HR
File number 028-19666
Filing date 2024-04-23
Reporting date 2024-03-31
File View File

Filings since 2024-01-22
Form type 13F-HR
File number 028-19666
Filing date 2024-01-22
Reporting date 2023-12-31
File View File

Filings since 2023-10-24
Form type 13F-HR
File number 028-19666
Filing date 2023-10-24
Reporting date 2023-09-30
File View File

Filings since 2023-07-17
Form type 13F-HR
File number 028-19666
Filing date 2023-07-17
Reporting date 2023-06-30
File View File

Filings since 2023-05-01
Form type 13F-HR
File number 028-19666
Filing date 2023-05-01
Reporting date 2023-03-31
File View File

Filings since 2023-01-19
Form type 13F-HR
File number 028-19666
Filing date 2023-01-19
Reporting date 2022-12-31
File View File

Filings since 2022-11-04
Form type 13F-HR
File number 028-19666
Filing date 2022-11-04
Reporting date 2022-09-30
File View File

Filings since 2022-07-19
Form type 13F-HR
File number 028-19666
Filing date 2022-07-19
Reporting date 2022-06-30
File View File

Filings since 2022-04-25
Form type 13F-HR
File number 028-19666
Filing date 2022-04-25
Reporting date 2022-03-31
File View File

Filings since 2022-01-27
Form type 13F-HR
File number 028-19666
Filing date 2022-01-27
Reporting date 2021-12-31
File View File

Filings since 2021-11-04
Form type 13F-HR
File number 028-19666
Filing date 2021-11-04
Reporting date 2021-09-30
File View File

Filings since 2021-08-02
Form type 13F-HR
File number 028-19666
Filing date 2021-08-02
Reporting date 2021-06-30
File View File

Filings since 2021-05-07
Form type 13F-HR
File number 028-19666
Filing date 2021-05-07
Reporting date 2021-03-31
File View File

Filings since 2021-01-25
Form type 13F-HR
File number 028-19666
Filing date 2021-01-25
Reporting date 2020-12-31
File View File

Filings since 2020-11-03
Form type 13F-HR
File number 028-19666
Filing date 2020-11-03
Reporting date 2020-09-30
File View File

Filings since 2020-08-12
Form type 13F-HR
File number 028-19666
Filing date 2020-08-12
Reporting date 2020-06-30
File View File

Filings since 2020-04-28
Form type 13F-HR
File number 028-19666
Filing date 2020-04-28
Reporting date 2020-03-31
File View File

Filings since 2020-01-21
Form type 13F-HR
File number 028-19666
Filing date 2020-01-21
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 810693395 2024-10-02 PFG PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 810693395 2023-10-03 PFG PRIVATE WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 810693395 2022-10-04 PFG PRIVATE WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 810693395 2021-10-12 PFG PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 810693395 2020-09-30 PFG PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 810693395 2019-03-25 PFG PRIVATE WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 810693395 2018-08-27 PFG PRIVATE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN 2016 810693395 2017-08-14 PFG PRIVATE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 8132866512
Plan sponsor’s address 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548

Key Officers & Management

Name Role Address
PERRY JEFF Manager 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
PERRY ROBERT Manager 18572 N. DALE MABRY HIGHWAY, LUTZ, FL, 33548
RIVELLINI PETER A Agent 911 CHESTNUT STREET, CLEARWATER, FL, 33756

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-02-25
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-03-30
ANNUAL REPORT 2016-04-29
Florida Limited Liability 2015-12-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8079727203 2020-04-28 0455 PPP 18572 N Dale Mabry Hwy, LUTZ, FL, 33548
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40810
Loan Approval Amount (current) 40810
Undisbursed Amount 0
Franchise Name -
Lender Location ID 99098
Servicing Lender Name DFCU Financial
Servicing Lender Address 400 Town Center Dr, DEARBORN, MI, 48126-2753
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LUTZ, HILLSBOROUGH, FL, 33548
Project Congressional District FL-12
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123511
Originating Lender Name First Citrus Bank
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

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RIVELLINI PETER A

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Companies related by address

No other companies in our directory share the same address as PFG PRIVATE WEALTH MANAGEMENT, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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