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MM COASTAL WEALTH, LLC - Florida Company Profile

Company Details

Entity Name: MM COASTAL WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MM COASTAL WEALTH, 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: 09 Dec 2019 (5 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 20 Nov 2020 (4 years ago)
Document Number: L19000300168
FEI/EIN Number 84-3909601

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

Address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL, 33334, US
Mail Address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL, 33334, US
ZIP code: 33334
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MM COASTAL WEALTH 401(K) PLAN 2023 843909601 2024-09-16 MM COASTAL WEALTH LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2022 843909601 2023-07-13 MM COASTAL WEALTH LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2021 843909601 2022-07-26 MM COASTAL WEALTH LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2020 843909601 2021-10-01 MM COASTAL WEALTH LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334

Key Officers & Management

Name Role Address
Fishman Harris MGR Manager 1000 Corporate Drive, Fort Lauderdale, FL, 33334
Straub Jeremy MGR Manager 1000 Corporate Drive, Fort Lauderdale, FL, 33334
STRAUB JEREMY Agent 1000 Corporate Drive, Fort Lauderdale, FL, 33334

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 -
CHANGE OF MAILING ADDRESS 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 -
REGISTERED AGENT NAME CHANGED 2023-02-08 STRAUB, JEREMY -
REGISTERED AGENT ADDRESS CHANGED 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 -
LC AMENDMENT 2020-11-20 - -

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-04-08
ANNUAL REPORT 2021-01-12
LC Amendment 2020-11-20
ANNUAL REPORT 2020-04-01
Florida Limited Liability 2019-12-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3459437100 2020-04-11 0455 PPP 1000 CORPORATE DR, SUITE 700, FORT LAUDERDALE, FL, 33334-3600
Loan Status Date 2021-09-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 350000
Loan Approval Amount (current) 645000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434144
Servicing Lender Name Paradise Bank
Servicing Lender Address 2420 N Federal Hwy, BOCA RATON, FL, 33431-7714
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FORT LAUDERDALE, BROWARD, FL, 33334-3600
Project Congressional District FL-23
Number of Employees 82
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434144
Originating Lender Name Paradise Bank
Originating Lender Address BOCA RATON, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 653653.75
Forgiveness Paid Date 2021-08-25

Date of last update: 03 Apr 2025

Sources: Florida Department of State