| Entity Name: | TRUE WEALTH FINANCIAL GROUP LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
TRUE WEALTH FINANCIAL GROUP 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: | 22 May 2018 (7 years ago) |
| Document Number: | L18000127954 |
| FEI/EIN Number |
83-0767545
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 2165 Lewiston Lane, The Villages, FL, 32162, US |
| Mail Address: | 2165 Lewiston Lane, The Villages, FL, 32162, US |
| ZIP code: | 32162 |
| County: | Sumter |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| Potter Michael | Chief Compliance Officer | 2165 Lewiston Lane, The Villages, FL, 32162 |
| POTTER MICHAEL L | Agent | 2165 Lewiston Lane, The Villages, FL, 32162 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G20000091337 | BABY STEP ADVISOR | ACTIVE | 2020-07-29 | 2025-12-31 | - | 7445 DECK LANE, PENSACOLA, FL, 32526 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-04-20 | 2165 Lewiston Lane, The Villages, FL 32162 | - |
| CHANGE OF MAILING ADDRESS | 2023-04-20 | 2165 Lewiston Lane, The Villages, FL 32162 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-20 | 2165 Lewiston Lane, The Villages, FL 32162 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-01 |
| ANNUAL REPORT | 2023-04-20 |
| ANNUAL REPORT | 2022-01-25 |
| ANNUAL REPORT | 2021-04-06 |
| ANNUAL REPORT | 2020-03-19 |
| ANNUAL REPORT | 2019-02-24 |
| Florida Limited Liability | 2018-05-22 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
