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OSWALD WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

OSWALD 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: 15 Dec 2016 (8 years ago)
Document Number: L16000226628
FEI/EIN Number 81-4727618

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 433 37th Ave NE, ST. PETERSBURG, FL, 33704, US
Mail Address: 433 37th Ave NE, ST. PETERSBURG, FL, 33704, US
ZIP code: 33704
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
OSWALD ANDREW J Manager 433 37th Ave NE, ST. PETERSBURG, FL, 33704
OSWALD ANDREW J Agent 433 37th Ave NE, ST. PETERSBURG, FL, 33704

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-03-10 433 37th Ave NE, ST. PETERSBURG, FL 33704 -
CHANGE OF MAILING ADDRESS 2022-03-10 433 37th Ave NE, ST. PETERSBURG, FL 33704 -
REGISTERED AGENT ADDRESS CHANGED 2022-03-10 433 37th Ave NE, ST. PETERSBURG, FL 33704 -

Documents

Name Date
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-03-10
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-05-06
ANNUAL REPORT 2019-04-24
ANNUAL REPORT 2018-03-26
Florida Limited Liability 2016-12-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4399237308 2020-04-29 0455 PPP 125 34th Avenue North, SAINT PETERSBURG, FL, 33704-2239
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16902
Loan Approval Amount (current) 16903
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123499
Servicing Lender Name BayFirst National Bank
Servicing Lender Address 700 Central Avenue, Saint Petersburg, FL, 33701
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT PETERSBURG, PINELLAS, FL, 33704-2239
Project Congressional District FL-14
Number of Employees 1
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17047.95
Forgiveness Paid Date 2021-03-18

Date of last update: 03 Apr 2025

Sources: Florida Department of State