| Entity Name: | ONE WEALTH, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
ONE 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. |
| 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: | 18 May 2018 (7 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 13 Aug 2024 (8 months ago) |
| Document Number: | L18000125090 |
| FEI/EIN Number |
83-0604400
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1200 N FEDERAL HWY STE 300, BOCA RATON, FL, 33432, US |
| Mail Address: | 1200 N FEDERAL HWY STE 300, BOCA RATON, FL, 33432, US |
| ZIP code: | 33432 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| THERREL BAISDEN, LLP | Agent | SUNTRUST INTERNATIONAL CENTER, ONE S.E., MIAMI, FL, 33131 |
| LINN JORDAN A | Manager | 1200 N FEDERAL HWY STE 300, BOCA RATON, FL, 33432 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G19000032685 | LINN WEALTH MANAGEMENT | EXPIRED | 2019-03-11 | 2024-12-31 | - | 20900 NE 30TH AVENUE, SUITE 800, AVENTURA, FL, 33180 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT AND NAME CHANGE | 2024-08-13 | ONE WEALTH, LLC | - |
| CHANGE OF MAILING ADDRESS | 2024-08-13 | 1200 N FEDERAL HWY STE 300, BOCA RATON, FL 33432 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2024-08-13 | 1200 N FEDERAL HWY STE 300, BOCA RATON, FL 33432 | - |
| LC NAME CHANGE | 2023-09-05 | ONE WEALTH INSURANCE BROKERAGE SERVICES, LLC | - |
| LC NAME CHANGE | 2022-08-10 | LINN WEALTH INSURANCE MANAGEMENT, LLC | - |
| LC AMENDMENT AND NAME CHANGE | 2020-06-01 | LINN WEALTH MANAGEMENT, LLC | - |
| LC AMENDMENT | 2019-10-08 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-12 |
| LC Amendment and Name Change | 2024-08-13 |
| ANNUAL REPORT | 2024-02-07 |
| LC Name Change | 2023-09-05 |
| ANNUAL REPORT | 2023-03-07 |
| LC Name Change | 2022-08-10 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-14 |
| LC Amendment and Name Change | 2020-06-01 |
| ANNUAL REPORT | 2020-01-19 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
