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  5. CADWELL WEALTH MANAGEMENT GROUP LLC

CADWELL WEALTH MANAGEMENT GROUP LLC - Florida Company Profile

Company Details

Entity Name: CADWELL WEALTH MANAGEMENT GROUP LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CADWELL WEALTH MANAGEMENT GROUP 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: 07 Apr 2016 (9 years ago)
Document Number: L16000071241
FEI/EIN Number 81-3511431

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7958 Via Dellagio Way, Orlando, FL, 32819, US
Mail Address: 7958 Via Dellagio Way, Orlando, FL, 32819, US
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

Key Officers & Management

Name Role Address
CADWELL SCOTT E Manager 7958 Via Dellagio Way, Orlando, FL, 32819
CADWELL AMY R.O. Manager 7958 Via Dellagio Way, Orlando, FL, 32819
BAILEY MARY Agent 2323 Lee Road, Winter Park, FL, 32789

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 - 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 -
CHANGE OF PRINCIPAL ADDRESS 2020-04-13 7958 Via Dellagio Way, Suite 300, Orlando, FL 32819 -
CHANGE OF MAILING ADDRESS 2020-04-13 7958 Via Dellagio Way, Suite 300, Orlando, FL 32819 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4771207307 2020-04-30 0491 PPP 7958 Via Dellagio Way, Orlando, FL, 32819
Loan Status Date 2021-05-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48500
Loan Approval Amount (current) 48500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Orlando, ORANGE, FL, 32819-0001
Project Congressional District FL-10
Number of Employees 4
NAICS code 711410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 48973.04
Forgiveness Paid Date 2021-04-27

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Companies related by address

No other companies in our directory share the same address as CADWELL WEALTH MANAGEMENT GROUP LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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