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CADWELL WEALTH MANAGEMENT GROUP LLC

CADWELL WEALTH MANAGEMENT GROUP LLC

Company Details

Entity Name:	CADWELL WEALTH MANAGEMENT GROUP LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Company
Status:	Active
Date Filed:	07 Apr 2016 (9 years ago)
Document Number:	L16000071241
FEI/EIN Number	81-3511431
Address:	7958 Via Dellagio Way, Suite 300, Orlando, FL 32819
Mail Address:	7958 Via Dellagio Way, Suite 300, Orlando, FL 32819
ZIP code:	32819
County:	Orange
Place of Formation:	FLORIDA

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2023

813511431

2024-09-23

CADWELL WEALTH MANAGEMENT GROUP, LLC

5

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2020-01-01
Business code	523900
Sponsor’s telephone number	4078132550
Plan sponsor’s address	7958 VIA DELLAGIO WAY, SUITE 300, ORLANDO, FL, 34786

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2023

813511431

2024-02-20

CADWELL WEALTH MANAGEMENT GROUP, LLC

6

Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	4078132550
Plan sponsor’s address	7958 VIA DELLAGIO WAY, SUITE, 300, ORLANDO, FL, 32819

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2022

813511431

2023-10-06

CADWELL WEALTH MANAGEMENT GROUP, LLC

6

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	4078132550
Plan sponsor’s address	7958 VIA DELLAGIO WAY, SUITE, 300, ORLANDO, FL, 32819

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2021

813511431

2023-03-14

CADWELL WEALTH MANAGEMENT GROUP, LLC

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	4078132550
Plan sponsor’s address	7958 VIA DELLAGIO WAY, SUITE, 300, ORLANDO, FL, 32819

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2020

813511431

2021-10-12

CADWELL WEALTH MANAGEMENT GROUP, LLC

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	4078132550
Plan sponsor’s address	7958 VIA DELLAGIO WAY, SUITE, 300, ORLANDO, FL, 32819

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2019

813511431

2020-09-28

CADWELL WEALTH MANAGEMENT GROUP, LLC

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	4075662237
Plan sponsor’s address	503B MAIN STREET, WINDERMERE, FL, 34786

Agent

Name	Role	Address
BAILEY, MARY	Agent	2323 Lee Road, Winter Park, FL 32789

Manager

Name	Role	Address
CADWELL, SCOTT E	Manager	7958 Via Dellagio Way, Suite 300 Orlando, FL 32819
CADWELL, AMY R.O.	Manager	7958 Via Dellagio Way, Suite 300 Orlando, FL 32819

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G17000016992	CADWELL WEALTH	ACTIVE	2017-02-15	2027-12-31	No data	7958 VIA DELLAGIO WAY #300, ORLANDO, FL, 32819

Events

Event Type	Filed Date	Value	Description
REGISTERED AGENT ADDRESS CHANGED	2022-02-02	2323 Lee Road, Winter Park, FL 32789	No data
CHANGE OF PRINCIPAL ADDRESS	2020-04-13	7958 Via Dellagio Way, Suite 300, Orlando, FL 32819	No data
CHANGE OF MAILING ADDRESS	2020-04-13	7958 Via Dellagio Way, Suite 300, Orlando, FL 32819	No data

Documents

Name	Date
ANNUAL REPORT	2024-03-07
ANNUAL REPORT	2023-01-25
ANNUAL REPORT	2022-02-02
ANNUAL REPORT	2021-03-15
ANNUAL REPORT	2020-04-13
ANNUAL REPORT	2019-01-24
ANNUAL REPORT	2018-01-31
ANNUAL REPORT	2017-04-27
Florida Limited Liability	2016-04-07

Date of last update: 20 Jan 2025

Sources: Florida Department of State