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BELLA VITA WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

BELLA VITA 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: 29 Aug 2019 (6 years ago)
Document Number: L19000221144
FEI/EIN Number 84-2892142

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

Address: 2706 Alt 19, 217, Palm Harbor, FL, 34683, US
Mail Address: 2706 Alt 19, 217, Palm Harbor, FL, 34683, US
ZIP code: 34683
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MONTELEONE ROSEANN MDr. Manager 2706 Alt 19, Palm Harbor, FL, 34683
MONTELEONE ROSEANN M Agent 2706 Alt 19, Palm Harbor, FL, 34683

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-27 2706 Alt 19, 217, Palm Harbor, FL 34683 -
CHANGE OF MAILING ADDRESS 2023-04-27 2706 Alt 19, 217, Palm Harbor, FL 34683 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-27 2706 Alt 19, 217, Palm Harbor, FL 34683 -

Documents

Name Date
ANNUAL REPORT 2024-04-16
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-21
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-06-11
Florida Limited Liability 2019-08-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5333077310 2020-04-30 0455 PPP 522 Alt 19, Palm Harbor, FL, 34683
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27700
Loan Approval Amount (current) 27700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Palm Harbor, PINELLAS, FL, 34683-0001
Project Congressional District FL-13
Number of Employees 2
NAICS code 523930
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Sole Proprietorship
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 28021.78
Forgiveness Paid Date 2021-07-06

Date of last update: 02 Apr 2025

Sources: Florida Department of State