| Entity Name: | OLEY CONCIERGE WEALTH, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 06 Oct 2017 (7 years ago) |
| Document Number: | L17000207199 |
| FEI/EIN Number | 82-3007186 |
| Address: | 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, US |
| Mail Address: | 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103, US |
| ZIP code: | 34103 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OLEY CONCIERGE WEALTH, LLC 401(K) PLAN | 2017 | 823007186 | 2018-05-08 | OLEY CONCIERGE WEALTH, LLC | 2 | |||||||||||||
|
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| Name | Role | Address |
|---|---|---|
| Oley Brett C | Agent | 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103 |
| Name | Role | Address |
|---|---|---|
| OLEY BRETT C | Manager | 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2025-01-03 | 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2024-11-06 | 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 | No data |
| CHANGE OF MAILING ADDRESS | 2024-11-06 | 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 | No data |
| REGISTERED AGENT NAME CHANGED | 2019-04-18 | Oley, Brett Charles | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-03 |
| ANNUAL REPORT | 2024-01-04 |
| ANNUAL REPORT | 2023-01-04 |
| ANNUAL REPORT | 2022-01-03 |
| AMENDED ANNUAL REPORT | 2021-05-04 |
| ANNUAL REPORT | 2021-01-05 |
| ANNUAL REPORT | 2020-01-02 |
| ANNUAL REPORT | 2019-04-18 |
| ANNUAL REPORT | 2018-04-12 |
| Florida Limited Liability | 2017-10-06 |
Date of last update: 03 Feb 2025
Sources: Florida Department of State
