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PHOENIX WEALTH MANAGEMENT LLC - Florida Company Profile

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Company Details

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

PHOENIX 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: 05 May 2020 (5 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 21 Nov 2022 (3 years ago)
Document Number: L20000121958
FEI/EIN Number 851258926

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

Address: 3427 WARM SPRINGS AVE, THE VILLAGES, FL, 32163, US
Mail Address: 3427 WARM SPRINGS AVE, THE VILLAGES, FL, 32163, US
ZIP code: 32163
County: Sumter
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CAREY DAWN Manager 333 COLONY BLVD, THE VILLAGES, FL, 32162
CAREY DAWN Agent 333 COLONY BLVD, THE VILLAGES, FL, 32162

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000064563 ESSENTIAL SOLUTIONS ACTIVE 2020-06-09 2025-12-31 - 333 COLONY BLVD, SUITE 302, THE VILLAGES, FL, 32162

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-12-26 3427 WARM SPRINGS AVE, SUITE #214, THE VILLAGES, FL 32163 -
CHANGE OF MAILING ADDRESS 2024-12-26 3427 WARM SPRINGS AVE, SUITE #214, THE VILLAGES, FL 32163 -
LC NAME CHANGE 2022-11-21 PHOENIX WEALTH MANAGEMENT LLC -
LC NAME CHANGE 2021-11-02 INTEGRATED FINANCIAL MANAGEMENT LLC -

Documents

Name Date
ANNUAL REPORT 2024-03-25
ANNUAL REPORT 2023-03-28
LC Name Change 2022-11-21
ANNUAL REPORT 2022-03-22
LC Name Change 2021-11-02
ANNUAL REPORT 2021-03-24
Florida Limited Liability 2020-05-05

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Date of last update: 03 Jul 2025

Sources: Florida Department of State