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  5. MERITAGE WEALTH MANAGEMENT, LLC

MERITAGE WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: MERITAGE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 03 Jan 2018 (8 years ago)
Document Number: L18000001812
FEI/EIN Number 82-3906366
Address: 4108 W. SANTIAGO ST, TAMPA, FL, 33629, US
Mail Address: 4108 W. SANTIAGO ST, TAMPA, FL, 33629, US
ZIP code: 33629
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
KULHAVI LISA R Manager 4108 W. SANTIAGO ST, TAMPA, FL, 33629
YONGE L. TESQ Agent 6987 E FOWLER AVE, TAMPA, FL, 33617

Form 5500 Series

Employer Identification Number (EIN):
823906366
Plan Year:
2024
Number Of Participants:
2
Sponsors Telephone Number:
8134311282
File:
View File
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
8134311282
File:
View File
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
8134311282
File:
View File
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:
8134311282
File:
View File
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
8134311282
File:
View File

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-04-26 YONGE, L. TYLER, ESQ -

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-04-18
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-06-17
ANNUAL REPORT 2019-02-19
Florida Limited Liability 2018-01-03

USAspending Awards / Financial Assistance

Date:
2021-01-26
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
42586.67
Total Face Value Of Loan:
42586.67
Date:
2020-04-14
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
4834.00
Total Face Value Of Loan:
46500.00
Date:
2020-04-11
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
41666.00
Total Face Value Of Loan:
46500.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$41,666
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$46,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$46,892.38
Servicing Lender:
The Bank of Tampa
Use of Proceeds:
Payroll: $46,500
Jobs Reported:
2
Initial Approval Amount:
$42,586.67
Date Approved:
2021-01-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$42,586.67
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$42,864.36
Servicing Lender:
The Bank of Tampa
Use of Proceeds:
Payroll: $42,584.67
Utilities: $1

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Date of last update: 01 Aug 2025

Sources: Florida Department of State

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