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OLEY CONCIERGE WEALTH, LLC - Florida Company Profile

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Company Details

Entity Name: OLEY CONCIERGE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

OLEY CONCIERGE 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: 06 Oct 2017 (8 years ago)
Document Number: L17000207199
FEI/EIN Number 82-3007186

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

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
City: Naples
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
OLEY BRETT C Manager 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103
Oley Brett C Agent 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103

Form 5500 Series

Employer Identification Number (EIN):
823007186
Plan Year:
2017
Number Of Participants:
2
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-03 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 -
CHANGE OF PRINCIPAL ADDRESS 2024-11-06 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 -
CHANGE OF MAILING ADDRESS 2024-11-06 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 -
REGISTERED AGENT NAME CHANGED 2019-04-18 Oley, Brett Charles -

Documents

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

Trademarks

Serial Number:
87648067
Mark:
OLEY CONCIERGE WEALTH
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-10-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
OLEY CONCIERGE WEALTH

Goods And Services

For:
Financial services, namely, wealth management services; financial consulting; financial planning and investment advisory services; financial retirement planning; financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter market...
First Use:
2017-10-06
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
87648081
Mark:
OLEY CONCIERGE WEALTH
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-10-17
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
OLEY CONCIERGE WEALTH

Goods And Services

For:
Financial services, namely, wealth management services; financial consulting; financial planning and investment advisory services; financial retirement planning; financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter market...
First Use:
2017-10-06
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

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Date of last update: 03 Jul 2025

Sources: Florida Department of State