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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.

CAVE 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: 14 Jan 2020 (5 years ago)
Document Number: L20000021660
FEI/EIN Number 84-4493522

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

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
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-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PATH

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 Jul 2025

Sources: Florida Department of State