| Entity Name: | MORAN WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 31 Aug 2018 (6 years ago) |
| Last Event: | LC AMENDED AND RESTATED ARTICLES |
| Event Date Filed: | 26 Jun 2020 (5 years ago) |
| Document Number: | L18000209352 |
| FEI/EIN Number | 83-1956089 |
| Address: | 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 |
| Mail Address: | 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 |
| ZIP code: | 34108 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1965334 | 5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108 | 5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108 | 239-920-4416 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2024-11-08 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-13
| Form type | N-PX |
| File number | 028-22945 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-13
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-15
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2024-05-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-08
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2024-02-08 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-10
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2023-08-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-10
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2023-05-10 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-13
| Form type | 13F-HR |
| File number | 028-22945 |
| Filing date | 2023-02-13 |
| Reporting date | 2022-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC 401K | 2023 | 831956089 | 2024-07-09 | MORAN WEALTH MANAGEMENT | 42 | |||||||||||||||||||||||
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| MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN | 2023 | 831956089 | 2024-07-09 | MORAN WEALTH MANAGEMENT | 36 | |||||||||||||||||||||||
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| MORAN WEALTH MANAGEMENT LLC 401K | 2022 | 831956089 | 2023-10-06 | MORAN WEALTH MANAGEMENT | 35 | |||||||||||||||||||||||
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| MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN | 2022 | 831956089 | 2023-10-05 | MORAN WEALTH MANAGEMENT | 33 | |||||||||||||||||||||||
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| MORAN WEALTH MANAGEMENT LLC 401K | 2021 | 831956089 | 2023-02-22 | MORAN WEALTH MANAGEMENT | 33 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2023-02-22 |
| Name of individual signing | ASHLEY BUBOLTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 2399204429 |
| Plan sponsor’s address | 5801 PELICAN BAY BLVD, STE 110, NAPLES, FL, 34108 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-03 |
| Name of individual signing | ASHLEY BUBOLTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 2399204429 |
| Plan sponsor’s address | 5801 PELICAN BAY BLVD, STE 110, NAPLES, FL, 34108 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-19 |
| Name of individual signing | WILLIAM BANFIELD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| HL STATUTORY AGENT, INC. | Agent |
| Name | Role | Address |
|---|---|---|
| MORAN, THOMAS M | Manager | 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000107291 | SEAGATE CAPITAL MANAGEMENT | ACTIVE | 2023-09-07 | 2028-12-31 | No data | 5801 PELICAN BAY BLVD., SUITE 110, NAPLES, FL, 34108 |
| G19000050584 | MORAN EDWARDS ASSET MANAGEMENT, LLC | EXPIRED | 2019-04-24 | 2024-12-31 | No data | 5801 PELICAN BAY BLVD., SUITE 110, NAPLES, FL, 34108 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDED AND RESTATED ARTICLES | 2020-06-26 | No data | No data |
| REGISTERED AGENT NAME CHANGED | 2020-05-01 | HL Statutory Agent, Inc. | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-05-01 | 5811 PELICAN BAY BLVD STE 650, NAPLES, FL 34108 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2019-05-02 | 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 | No data |
| CHANGE OF MAILING ADDRESS | 2019-05-02 | 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 | No data |
| LC NAME CHANGE | 2019-02-01 | MORAN WEALTH MANAGEMENT, LLC | No data |
| LC NAME CHANGE | 2019-01-22 | MORAN ASSET MANAGEMENT, LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-14 |
| ANNUAL REPORT | 2023-02-10 |
| ANNUAL REPORT | 2022-03-17 |
| AMENDED ANNUAL REPORT | 2021-04-28 |
| ANNUAL REPORT | 2021-04-13 |
| LC Amended and Restated Art | 2020-06-26 |
| ANNUAL REPORT | 2020-05-01 |
| ANNUAL REPORT | 2019-05-02 |
| LC Name Change | 2019-02-01 |
| LC Name Change | 2019-01-22 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1038297109 | 2020-04-09 | 0455 | PPP | 5801 Pelican Bay Blvd. Suite 110, NAPLES, FL, 34108-2709 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 17 Feb 2025
Sources: Florida Department of State
