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G WEALTH STRATEGIES, LLC - Florida Company Profile

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Company Details

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

G WEALTH 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: 25 Apr 2019 (6 years ago)
Document Number: L19000113449
FEI/EIN Number 84-3451069

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

Address: 3010 N. MILITARY TRAIL, SUITE 318, BOCA RATON, FL, 33431, US
Mail Address: 3010 N. MILITARY TRAIL, SUITE 318, BOCA RATON, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GOLISH GLEN R Manager 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433
GOLISH ROSA Authorized Member 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433
GOLISH GLEN R Agent 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433

Documents

Name Date
ANNUAL REPORT 2025-02-07
AMENDED ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-04-04
Florida Limited Liability 2019-04-25

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
9000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
98327888
Mark:
G WEALTH STRATEGIES, LLC. HELPING YOU CREATE & PRESERVE WEALTH SINCE 1989
Status:
Returned to examining attorney for further review.
Mark Type:
Service Mark
Application Filing Date:
2023-12-22
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G WEALTH STRATEGIES, LLC. HELPING YOU CREATE & PRESERVE WEALTH SINCE 1989

Goods And Services

For:
Business planning; Business strategic planning services
First Use:
1989-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Estate planning; Financial planning; Insurance brokerage; Insurance brokerage in the field of health insurance; Insurance underwriting in the field of life, disability, property and casualty insurance
First Use:
1989-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98326214
Mark:
G WEALTH STRATEGIES, LLC.
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-12-21
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G WEALTH STRATEGIES, LLC.

Goods And Services

For:
Business planning; Business strategic planning services
First Use:
1989-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Estate planning; Financial planning; Insurance brokerage; Insurance brokerage in the field of health insurance; Insurance underwriting in the field of life, disability, property and casualty insurance
First Use:
1989-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 03 Jun 2025

Sources: Florida Department of State