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  5. MORAN WEALTH MANAGEMENT, LLC

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.
Status: Active
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
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
City: Naples
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
- Agent -

Central Index Key

CIK number:
0001965334
Phone:
239-920-4416
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-22945
Filing date:
2025-07-28
File:
View File
Form type:
13F-HR
File number:
028-22945
Filing date:
2025-04-23
File:
View File
Form type:
13F-HR
File number:
028-22945
Filing date:
2025-02-07
File:
View File
Form type:
13F-HR
File number:
028-22945
Filing date:
2024-11-08
File:
View File
Form type:
N-PX
File number:
028-22945
Filing date:
2024-08-13
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
831956089
Plan Year:
2023
Number Of Participants:
42
Sponsors Telephone Number:
2399204440
File:
View File
Plan Year:
2023
Number Of Participants:
36
Sponsors Telephone Number:
2399204427
File:
View File
Plan Year:
2022
Number Of Participants:
35
Sponsors Telephone Number:
2399204427
File:
View File
Plan Year:
2022
Number Of Participants:
33
Sponsors Telephone Number:
2399204427
File:
View File
Plan Year:
2021
Number Of Participants:
33
Sponsors Telephone Number:
2399204429
File:
View File

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
Link:
View on USAspending
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
Date:
2020-04-11
Link:
View on USAspending
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

Trademarks

Serial Number:
99265914
Mark:
DIME AFTER DIME
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2025-07-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DIME AFTER DIME
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing podcasts in the field of wealth management
International Classes:
041 - Primary Class
Class Status:
Active
For:
Downloadable podcasts in the field of wealth management
International Classes:
009 - Primary Class
Class Status:
Active
Serial Number:
99265921
Mark:
WEALTH INFORMED
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2025-07-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH INFORMED
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing podcasts in the field of wealth management
International Classes:
041 - Primary Class
Class Status:
Active
For:
Downloadable podcasts in the field of wealth management
International Classes:
009 - Primary Class
Class Status:
Active
Serial Number:
98296692
Mark:
MORAN WEALTH MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-12-03
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
MORAN WEALTH MANAGEMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and inv...
First Use:
2023-10-24
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98240006
Mark:
SEAGATE CAPITAL MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-10-25
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SEAGATE CAPITAL MANAGEMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, asset management services, investment management, financial portfolio management, modeling and design; financial planning investment advisory services; financial consulting; financial risk management; financial services, namely, operation and management of pooled investme...
First Use:
2023-10-03
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98239969
Mark:
SEAGATE CAPITAL MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-10-25
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SEAGATE CAPITAL MANAGEMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, asset management services, investment management, financial portfolio management, modeling and design; financial planning investment advisory services; financial consulting; financial risk management; financial services, namely, operation and management of pooled investme...
First Use:
2023-10-03
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
29
Initial Approval Amount:
$519,840
Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$519,840
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$522,756.88
Servicing Lender:
First Foundation Bank
Use of Proceeds:
Payroll: $425,000
Utilities: $14,840
Rent: $50,000
Healthcare: $30000

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Date of last update: 01 Aug 2025

Sources: Florida Department of State

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