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BERNER WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

BERNER 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: 26 May 2020 (5 years ago)
Last Event: CONVERSION
Event Date Filed: 26 May 2020 (5 years ago)
Document Number: L20000138033
FEI/EIN Number 32-0227593

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

Address: 401 Channelside Walk Way, Tampa, FL, 33602, US
Mail Address: 401 Channelside Walk Way, Tampa, FL, 33602, US
ZIP code: 33602
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LARA BERNER YATES Agent 401 Channelside Walk Way, Tampa, FL, 33602
LARA BERNER YATES Authorized Member 401 Channelside Walk Way, TAMPA, FL, 33602

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-02-11 401 Channelside Walk Way, Apt 1273, Tampa, FL 33602 -
CHANGE OF MAILING ADDRESS 2025-02-11 401 Channelside Walk Way, Apt 1273, Tampa, FL 33602 -
REGISTERED AGENT ADDRESS CHANGED 2024-01-30 401 Channelside Walk Way, 1273, Tampa, FL 33602 -
CHANGE OF PRINCIPAL ADDRESS 2023-09-22 1646 W Snow Ave, Suite 267, Tampa, FL 33606 -
CHANGE OF MAILING ADDRESS 2023-09-22 1646 W Snow Ave, Suite 267, Tampa, FL 33606 -
CONVERSION 2020-05-26 - CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS. CONVERSION NUMBER 300000202993

Documents

Name Date
ANNUAL REPORT 2025-02-11
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-04-01
Florida Limited Liability 2020-05-26

Date of last update: 01 May 2025

Sources: Florida Department of State