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MORAN WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: MORAN WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MORAN WEALTH MANAGEMENT, 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: 31 Aug 2018 (7 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

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 5801 PELICAN BAY BLVD STE 110, NAPLES, FL, 34108, US
Mail Address: 5801 PELICAN BAY BLVD STE 110, NAPLES, FL, 34108, US
ZIP code: 34108
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MORAN THOMAS M Manager 5801 PELICAN BAY BLVD STE 110, NAPLES, FL, 34108
HL STATUTORY AGENT, INC. Agent -

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001965334
Phone:
239-920-4416

Latest Filings

Form type:
13F-HR
File number:
028-22945
Filing date:
2025-04-23
File:
Form type:
13F-HR
File number:
028-22945
Filing date:
2025-02-07
File:
Form type:
13F-HR
File number:
028-22945
Filing date:
2024-11-08
File:
Form type:
N-PX
File number:
028-22945
Filing date:
2024-08-13
File:
Form type:
13F-HR
File number:
028-22945
Filing date:
2024-08-13
File:

Form 5500 Series

Employer Identification Number (EIN):
831956089
Plan Year:
2023
Number Of Participants:
42
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
36
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
35
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
33
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000107291 SEAGATE CAPITAL MANAGEMENT ACTIVE 2023-09-07 2028-12-31 - 5801 PELICAN BAY BLVD., SUITE 110, NAPLES, FL, 34108
G19000050584 MORAN EDWARDS ASSET MANAGEMENT, LLC EXPIRED 2019-04-24 2024-12-31 - 5801 PELICAN BAY BLVD., SUITE 110, NAPLES, FL, 34108

Events

Event Type Filed Date Value Description
LC AMENDED AND RESTATED ARTICLES 2020-06-26 - -
REGISTERED AGENT NAME CHANGED 2020-05-01 HL Statutory Agent, Inc. -
REGISTERED AGENT ADDRESS CHANGED 2020-05-01 5811 PELICAN BAY BLVD STE 650, NAPLES, FL 34108 -
CHANGE OF PRINCIPAL ADDRESS 2019-05-02 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 -
CHANGE OF MAILING ADDRESS 2019-05-02 5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108 -
LC NAME CHANGE 2019-02-01 MORAN WEALTH MANAGEMENT, LLC -
LC NAME CHANGE 2019-01-22 MORAN ASSET MANAGEMENT, LLC -

Documents

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

USAspending Awards / Financial Assistance

Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
519840.00
Total Face Value Of Loan:
519840.00

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
519840
Current Approval Amount:
519840
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
522756.88

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Date of last update: 01 Jun 2025

Sources: Florida Department of State