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OLEY KINSER CONCIERGE WEALTH, LLC

OLEY KINSER CONCIERGE WEALTH, LLC

Company Details

Entity Name:	OLEY KINSER CONCIERGE WEALTH, LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Co.
Status:	Active
Date Filed:	11 May 2018 (7 years ago)
Document Number:	L18000118636
FEI/EIN Number	83-0539325
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

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2023

830539325

2024-07-26

OLEY KINSER CONCIERGE WEALTH, LLC

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	4501 TAMIAMI TRAIL N., SUITE 300, NAPLES, FL, 34103

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2022

830539325

2023-07-18

OLEY KINSER CONCIERGE WEALTH, LLC

5

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	1400 GULF SHORE BLVD. N, STE. 130, NAPLES, FL, 341024971

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2021

830539325

2022-07-14

OLEY KINSER CONCIERGE WEALTH, LLC

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	1400 GULF SHORE BLVD. N, STE. 130, NAPLES, FL, 341024971

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2020

830539325

2021-03-24

OLEY KINSER CONCIERGE WEALTH, LLC

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	1400 GULF SHORE BLVD. N, STE. 1112, NAPLES, FL, 341024971

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2019

830539325

2020-07-02

OLEY KINSER CONCIERGE WEALTH, LLC

3

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	1400 GULF SHORE BLVD. N, STE. 1112, NAPLES, FL, 341024971

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

2018

830539325

2019-04-18

OLEY KINSER CONCIERGE WEALTH, LLC

2

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-10-06
Business code	523900
Sponsor’s telephone number	2397781780
Plan sponsor’s address	1400 GULF SHORE BLVD. N, STE. 1112, NAPLES, FL, 341024971

Agent

Name	Role
OLEY KINSER CONCIERGE WEALTH, LLC	Agent

Manager

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

Events

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	2025-01-03	4501 Tamiami Trail N., Suite 300, Naples, FL 34103	No data
CHANGE OF MAILING ADDRESS	2025-01-03	4501 Tamiami Trail N., Suite 300, Naples, FL 34103	No data
REGISTERED AGENT ADDRESS CHANGED	2024-01-04	24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134	No data
CHANGE OF MAILING ADDRESS	2024-01-04	24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134	No data
CHANGE OF PRINCIPAL ADDRESS	2024-01-04	24301 Walden Center Drive, Suite 103, Bonita Springs, FL 34134	No data
REGISTERED AGENT NAME CHANGED	2019-04-18	Oley Kinser Concierge Wealth, LLC	No data

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

Date of last update: 02 Feb 2025

Sources: Florida Department of State