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WEALTH MANAGEMENT STRATEGIES, LLC - Florida Company Profile

Company Details

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

WEALTH MANAGEMENT STRATEGIES, 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: 06 Nov 2018 (6 years ago)
Date of dissolution: 23 Jan 2025 (3 months ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 23 Jan 2025 (3 months ago)
Document Number: L18000260141
FEI/EIN Number 61-1908484

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

Address: 3085 Stone St, Oviedo, FL, 32765, US
Mail Address: 3085 Stone St, Oviedo, FL, 32765, US
ZIP code: 32765
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BASCO DAMON Authorized Member 5337 MILLENIA LAKES BOULEVARD, ORLANDO, FL, 32839
Harne Christopher MEsq. Agent 390 N. Orange Avenue, Orlando, FL, 32801

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-09 3085 Stone St, Oviedo, FL 32765 -
REGISTERED AGENT NAME CHANGED 2024-04-08 Harne, Christopher M., Esq. -
REGISTERED AGENT ADDRESS CHANGED 2024-04-08 390 N. Orange Avenue, Suite 1600, Orlando, FL 32801 -
CHANGE OF MAILING ADDRESS 2023-01-03 3085 Stone St, Oviedo, FL 32765 -

Documents

Name Date
VOLUNTARY DISSOLUTION 2025-01-23
AMENDED ANNUAL REPORT 2024-04-08
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-01-03
ANNUAL REPORT 2021-01-06
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-19
Florida Limited Liability 2018-11-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9304347307 2020-05-01 0491 PPP 5337 Millenia Lakes Blvd Suite 405, Orlando, FL, 32839
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 5616
Loan Approval Amount (current) 5616
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address Orlando, ORANGE, FL, 32839-1001
Project Congressional District FL-10
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 5651.7
Forgiveness Paid Date 2020-12-31

Date of last update: 01 Apr 2025

Sources: Florida Department of State