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DAKOTA WEALTH, LLC - Florida Company Profile

Headquarter

Company Details

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

DAKOTA 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: 11 Apr 2018 (7 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 01 May 2018 (7 years ago)
Document Number: L18000087717
FEI/EIN Number 84-3173213

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

Address: 11376 N. Jog Road, PALM BEACH GARDENS, FL, 33418, US
Mail Address: 11376 N. Jog Road, PALM BEACH GARDENS, FL, 33418, US
ZIP code: 33418
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of DAKOTA WEALTH, LLC, NEW YORK 6797858 NEW YORK
Headquarter of DAKOTA WEALTH, LLC, MINNESOTA 088f5cdc-8d00-ee11-9072-00155d01c440 MINNESOTA
Headquarter of DAKOTA WEALTH, LLC, CONNECTICUT 1365568 CONNECTICUT

Key Officers & Management

Name Role Address
Metz Leslie GENERAL Agent 11376 N. Jog Road, PALM BEACH GARDENS, FL, 33418
DAKOTA WEALTH MANAGEMENT LLC Manager -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000054653 DAKOTA WEALTH MANAGEMENT EXPIRED 2018-05-02 2023-12-31 - 3001 PGA BOULEVARD, SUITE 102, PALM BEACH GARDENS, FL, 33410
G18000054654 OAKMONT PARTNERS EXPIRED 2018-05-02 2023-12-31 - 3001 PGA BOULEVARD, SUITE 102, PALM BEACH GARDENS, FL, 33410

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-01-25 Metz, Leslie, GENERAL COUNSEL -
CHANGE OF PRINCIPAL ADDRESS 2020-01-14 11376 N. Jog Road, Suite 101, PALM BEACH GARDENS, FL 33418 -
CHANGE OF MAILING ADDRESS 2020-01-14 11376 N. Jog Road, Suite 101, PALM BEACH GARDENS, FL 33418 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-14 11376 N. Jog Road, Suite 101, PALM BEACH GARDENS, FL 33418 -
LC AMENDMENT AND NAME CHANGE 2018-05-01 DAKOTA WEALTH, LLC -
MERGER 2018-04-11 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 100000180821

Documents

Name Date
ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-25
AMENDED ANNUAL REPORT 2022-03-30
ANNUAL REPORT 2022-03-17
ANNUAL REPORT 2021-04-22
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-03-22
LC Amendment and Name Change 2018-05-01
Florida Limited Liability 2018-04-11

Date of last update: 02 Apr 2025

Sources: Florida Department of State