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LEEWARD WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

LEEWARD 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: 21 Mar 2019 (6 years ago)
Document Number: L19000079454
FEI/EIN Number NOT APPLICABLE

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

Address: 30410 SEA GRAPE TERRACE, #4, BIG PINE KEY, FL, 33043, US
Mail Address: 30410 SEA GRAPE TERRACE, #4, BIG PINE KEY, FL, 33043, US
ZIP code: 33043
County: Monroe
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
VALANT LESLIE A Manager 1113 CARIBBEAN DR E, SUMMERLAND KEY, FL, 33042
VALANT LESLIE A Agent 30410 SEA GRAPE TERRACE, BIG PINE KEY, FL, 33043

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000088546 LEEWARD DIVORCE FINANCIAL PLANNING ACTIVE 2022-07-27 2027-12-31 - 30410 SEA GRAPE TERR, SUITE 4, BIG PINE KEY, FL, 33043

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-06-16 30410 SEA GRAPE TERRACE, #4, BIG PINE KEY, FL 33043 -
CHANGE OF MAILING ADDRESS 2020-06-16 30410 SEA GRAPE TERRACE, #4, BIG PINE KEY, FL 33043 -
REGISTERED AGENT ADDRESS CHANGED 2020-06-16 30410 SEA GRAPE TERRACE, #4, BIG PINE KEY, FL 33043 -

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-04-01
ANNUAL REPORT 2021-03-29
ANNUAL REPORT 2020-06-16
Florida Limited Liability 2019-03-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1242407407 2020-05-04 0455 PPP 30410 Sea Grape Terr Suite 4, Big Pine Key, FL, 33043
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) 4269
Loan Approval Amount (current) 4269
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 N
LMI N
Business Age Description New Business or 2 years or less
Project Address Big Pine Key, MONROE, FL, 33043-0001
Project Congressional District FL-28
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Self-Employed Individuals
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 4326.19
Forgiveness Paid Date 2021-09-14

Date of last update: 02 Mar 2025

Sources: Florida Department of State