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KANEN WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: KANEN WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 07 Jan 2016 (10 years ago)
Document Number: L16000005825
FEI/EIN Number 81-1101556
Address: 6810 Lyons Technology Circle, Coconut Creek, FL, 33073, US
Mail Address: 6810 Lyons Technology Circle, Coconut Creek, FL, 33073, US
ZIP code: 33073
City: Pompano Beach
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
KANEN DAVID L Authorized Member 6810 Lyons Technology Circle, Coconut Creek, FL, 33073
KANEN DAVID L Agent 6810 Lyons Technology Circle, Coconut Creek, FL, 33073

Central Index Key

CIK number:
0001681614
Phone:
631-863-3100

Latest Filings

Form type:
N-PX
File number:
028-21358
Filing date:
2025-07-15
File:
Form type:
13F-HR
File number:
028-21358
Filing date:
2025-07-15
File:
Form type:
4
File number:
001-37379
Filing date:
2025-07-09
File:
Form type:
144/A
Filing date:
2025-07-03
File:
Form type:
144
Filing date:
2025-07-03
File:

Legal Entity Identifier

LEI Number:
2549004SYM6KTL81M139

Registration Details:

Initial Registration Date:
2024-05-24
Next Renewal Date:
2026-05-24
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
811101556
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-03-05 6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL 33073 -
CHANGE OF MAILING ADDRESS 2024-03-05 6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL 33073 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-05 6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL 33073 -

Documents

Name Date
ANNUAL REPORT 2025-01-15
ANNUAL REPORT 2024-03-05
ANNUAL REPORT 2023-03-30
ANNUAL REPORT 2022-04-27
ANNUAL REPORT 2021-04-08
ANNUAL REPORT 2020-06-04
ANNUAL REPORT 2019-03-30
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-04-18
Florida Limited Liability 2016-01-07

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
25500.00
Total Face Value Of Loan:
25500.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$25,500
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$25,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$25,806.7
Servicing Lender:
Wells Fargo Bank, National Association
Use of Proceeds:
Payroll: $25,500

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Date of last update: 02 Aug 2025

Sources: Florida Department of State