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OLEY KINSER CONCIERGE WEALTH, LLC - Florida Company Profile

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Company Details

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

OLEY KINSER 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: 11 May 2018 (7 years ago)
Document Number: L18000118636
FEI/EIN Number 83-0539325

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
KINSER RYAN E Manager 4501 Tamiami Trail N., Suite 300, Naples, FL, 34103
- Agent -

Form 5500 Series

Employer Identification Number (EIN):
830539325
Plan Year:
2024
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
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 2025-01-03 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 -
CHANGE OF MAILING ADDRESS 2025-01-03 4501 Tamiami Trail N., Suite 300, Naples, FL 34103 -
REGISTERED AGENT ADDRESS CHANGED 2024-01-04 24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134 -
CHANGE OF MAILING ADDRESS 2024-01-04 24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134 -
CHANGE OF PRINCIPAL ADDRESS 2024-01-04 24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134 -
REGISTERED AGENT NAME CHANGED 2019-04-18 Oley Kinser Concierge Wealth, LLC -

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
Florida Limited Liability 2018-05-11

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Date of last update: 02 Jul 2025

Sources: Florida Department of State