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  5. CAVE WEALTH MANAGEMENT, LLC

CAVE WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: CAVE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 14 Jan 2020 (6 years ago)
Document Number: L20000021660
FEI/EIN Number 84-4493522
Address: 2429 HIBISCUS ST, SARASOTA, FL, 34239, US
Mail Address: 2429 HIBISCUS ST, SARASOTA, FL, 34239, US
ZIP code: 34239
City: Sarasota
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CAVE ERNEST FIII Manager 2429 HIBISCUS ST, SARASOTA, FL, 34239
CAVE ERNEST FIII Agent 2429 HIBISCUS ST, SARASOTA, FL, 34239

Documents

Name Date
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-03-24
Florida Limited Liability 2020-01-14

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
29970.00
Total Face Value Of Loan:
29970.00
Date:
2020-05-02
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:
29970.00
Total Face Value Of Loan:
29970.00

Trademarks

Serial Number:
97790252
Mark:
PATH
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2023-02-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PATH
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning process in wealth management
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$29,970
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$29,970
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$30,260.44
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $29,970

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Date of last update: 01 Aug 2025

Sources: Florida Department of State

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