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WEALTH MANAGEMENT SUCCESS, LLC - Florida Company Profile

Company Details

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

WEALTH MANAGEMENT SUCCESS, 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: 30 Mar 2020 (5 years ago)
Document Number: L20000092512
FEI/EIN Number 85-0913099

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

Address: 4213 42nd Way, West Palm Beach, FL, 33407, US
Mail Address: 4213 42nd Way, West Palm Beach, FL, 33407, US
ZIP code: 33407
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Van Wallendael AJ Manager 4213 42nd Way, West Palm Beach, FL, 33407
VAN WALLENDAEL AJ Agent 4213 42nd Way, West Palm Beach, FL, 33407

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-01 4213 42nd Way, West Palm Beach, FL 33407 -
CHANGE OF MAILING ADDRESS 2024-05-01 4213 42nd Way, West Palm Beach, FL 33407 -
REGISTERED AGENT ADDRESS CHANGED 2024-05-01 4213 42nd Way, West Palm Beach, FL 33407 -

Documents

Name Date
ANNUAL REPORT 2024-05-01
ANNUAL REPORT 2023-04-17
ANNUAL REPORT 2022-04-19
ANNUAL REPORT 2021-05-04
Florida Limited Liability 2020-03-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2168707910 2020-06-11 0455 PPP 4316 Elm Ave, PALM BEACH Gardens, FL, 33410-2127
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10000
Loan Approval Amount (current) 10000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123499
Servicing Lender Name BayFirst National Bank
Servicing Lender Address 700 Central Avenue, Saint Petersburg, FL, 33701
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address PALM BEACH Gardens, PALM BEACH, FL, 33410-2127
Project Congressional District FL-21
Number of Employees 1
NAICS code 541990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Self-Employed Individuals
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 10067.12
Forgiveness Paid Date 2021-03-03

Date of last update: 01 Apr 2025

Sources: Florida Department of State