| Entity Name: | LEGACY WEALTH MANAGEMENT ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
LEGACY WEALTH MANAGEMENT ADVISORS, 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. |
| 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: | 03 Jan 2017 (8 years ago) |
| Document Number: | L17000001158 |
| FEI/EIN Number |
46-1234671
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 220 Congress Park Drive, Suite 110, Delray Beach, FL, 33445, US |
| Mail Address: | 220 Congress Park Drive, Suite 110, Delray Beach, FL, 33445, US |
| ZIP code: | 33445 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| BARTOLOMEO THOMAS | Manager | 220 Congress Park Drive, Delray Beach, FL, 33445 |
| WILLS JOAN | Authorized Representative | 220 Congress Park Drive, Delray Beach, FL, 33445 |
| WILLS JOAN | Agent | 220 Congress Park Drive, Delray Beach, FL, 33445 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT AND NAME CHANGE | 2025-02-26 | BATOLOMEO CAPITAL GROUP LLC | - |
| CHANGE OF PRINCIPAL ADDRESS | 2020-06-29 | 220 Congress Park Drive, Suite 110, Delray Beach, FL 33445 | - |
| CHANGE OF MAILING ADDRESS | 2020-06-29 | 220 Congress Park Drive, Suite 110, Delray Beach, FL 33445 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2020-06-29 | 220 Congress Park Drive, Suite 110, Delray Beach, FL 33445 | - |
| REGISTERED AGENT NAME CHANGED | 2019-04-10 | WILLS, JOAN | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-18 |
| ANNUAL REPORT | 2023-04-12 |
| ANNUAL REPORT | 2022-03-10 |
| ANNUAL REPORT | 2021-04-28 |
| ANNUAL REPORT | 2020-06-29 |
| ANNUAL REPORT | 2019-04-10 |
| ANNUAL REPORT | 2018-03-16 |
| Florida Limited Liability | 2017-01-03 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5515807708 | 2020-05-01 | 0455 | PPP | 220 CONGRESS PARK DR STE 110, DELRAY BEACH, FL, 33445-4605 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9196808301 | 2021-01-30 | 0455 | PPS | 220 Congress Park Dr Ste 110, Delray Beach, FL, 33445-4605 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
