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MATTHIAS PRIVATE WEALTH, LLC - Florida Company Profile

Company Details

Entity Name: MATTHIAS PRIVATE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MATTHIAS PRIVATE WEALTH, 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: 12 Jul 2017 (8 years ago)
Document Number: L17000149802
FEI/EIN Number NOT APPLICABLE

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

Address: 700 W MORSE BLVD, SUITE 201, WINTER PARK, FL, 32789, US
Mail Address: 700 W MORSE BLVD, SUITE 201, WINTER PARK, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MATTHIAS RICHARD R Manager 700 W MORSE BLVD, WINTER PARK, FL, 32789
Matthias Catherine B Manager 700 W MORSE BLVD, WINTER PARK, FL, 32789
MATTHIAS & MATTHIAS, PL Agent -

Documents

Name Date
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-03-03
ANNUAL REPORT 2022-01-06
ANNUAL REPORT 2021-04-16
ANNUAL REPORT 2020-02-28
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-03-20
Florida Limited Liability 2017-07-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6365497110 2020-04-14 0491 PPP 700 W MORSE BLVD STE 201, WINTER PARK, FL, 32789-3768
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107700
Loan Approval Amount (current) 107700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117732
Servicing Lender Name Lake Forest Bank & Trust Company, National Association
Servicing Lender Address 727 N Bank Ln, LAKE FOREST, IL, 60045-1887
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINTER PARK, ORANGE, FL, 32789-3768
Project Congressional District FL-10
Number of Employees 7
NAICS code 522291
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 117732
Originating Lender Name Lake Forest Bank & Trust Company, National Association
Originating Lender Address LAKE FOREST, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 108663.32
Forgiveness Paid Date 2021-03-11

Date of last update: 01 Mar 2025

Sources: Florida Department of State