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SHERPA WEALTH PLANNERS, LLC - Florida Company Profile

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Company Details

Entity Name: SHERPA WEALTH PLANNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Dec 2015 (10 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 04 Jan 2016 (10 years ago)
Document Number: L15000212224
FEI/EIN Number 81-0952120
Address: 2450 SUNSET POINT RD., SUITE C, CLEARWATER, FL, 33765, US
Mail Address: 2450 SUNSET POINT RD., SUITE C, CLEARWATER, FL, 33765, US
ZIP code: 33765
City: Clearwater
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
SHULMAN JOSHUA Manager 2450 SUNSET POINT RD., SUITE C, CLEARWATER, FL, 33765
Joshua Shulman Agent 2450 Sunset Point Rd, Clearwater, FL, 33765

Form 5500 Series

Employer Identification Number (EIN):
810952120
Plan Year:
2024
Number Of Participants:
1
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-01-29 Joshua, Shulman -
REGISTERED AGENT ADDRESS CHANGED 2024-01-29 2450 Sunset Point Rd, Suite C, Clearwater, FL 33765 -
LC NAME CHANGE 2016-01-04 SHERPA WEALTH PLANNERS, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-14
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-01-05
ANNUAL REPORT 2020-01-03
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09
LC Name Change 2016-01-04

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Date of last update: 02 Aug 2025

Sources: Florida Department of State