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HALE & DOERR WEALTH MANAGEMENT LLC - Florida Company Profile

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Company Details

Entity Name: HALE & DOERR WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 08 Jan 2019 (7 years ago)
Document Number: L19000010034
FEI/EIN Number 83-2854350
Address: 913 GULF BREEZE PKWY, #13, GULF BREEZE, FL, 32561, US
Mail Address: 913 GULF BREEZE PKWY, #13, GULF BREEZE, FL, 32561, US
ZIP code: 32561
City: Gulf Breeze
County: Santa Rosa
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
DOERR HEATHER Manager 913 GULF BREEZE PKWY, GULF BREEZE, FL, 32561
DOERR HEATHER Agent 913 GULF BREEZE PKWY, GULF BREEZE, FL, 32561

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-28 913 GULF BREEZE PKWY, 13, GULF BREEZE, FL 32561 -
CHANGE OF MAILING ADDRESS 2022-01-28 913 GULF BREEZE PKWY, 13, GULF BREEZE, FL 32561 -
REGISTERED AGENT ADDRESS CHANGED 2022-01-28 913 GULF BREEZE PKWY, 13, GULF BREEZE, FL 32561 -

Documents

Name Date
ANNUAL REPORT 2024-04-02
ANNUAL REPORT 2023-01-05
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-08-27
ANNUAL REPORT 2020-04-30
Florida Limited Liability 2019-01-08

USAspending Awards / Financial Assistance

Date:
2021-01-23
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:
41666.65
Total Face Value Of Loan:
41666.65
Date:
2020-07-17
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
53800.00
Total Face Value Of Loan:
53800.00
Date:
2020-07-17
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
53800.00
Total Face Value Of Loan:
53800.00
Date:
2020-04-19
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-19
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$41,666.65
Date Approved:
2021-01-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$41,666.65
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$41,826.47
Servicing Lender:
Bank of Pensacola
Use of Proceeds:
Payroll: $41,665.65
Jobs Reported:
1
Initial Approval Amount:
$20,833.32
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,833.32
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$20,960.05
Servicing Lender:
Bank of Pensacola
Use of Proceeds:
Payroll: $20,833.32

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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