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PRIVATE WEALTH ADVISORY LLC - Florida Company Profile

Company Details

Entity Name: PRIVATE WEALTH ADVISORY LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PRIVATE WEALTH ADVISORY 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: 15 Mar 2021 (4 years ago)
Document Number: L21000119875
FEI/EIN Number 92-2941612

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

Address: 4802 Frattina Street, Ave Maria, FL, 34142, US
Mail Address: 4802 Frattina Street, Ave Maria, FL, 34142, US
ZIP code: 34142
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ALVAREZ JOSE R Manager 4802 Frattina Street, Ave Maria, FL, 34142
ALVAREZ JOSE R Agent 4802 Frattina Street, Ave Maria, FL, 34142

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000117022 PRIVATE WEALTH ACADEMY ACTIVE 2023-09-21 2028-12-31 - 4802 FRATTINA STREET, AVE MARIA, FL, 34142
G23000067562 PRIVATE WEALTH PLANNING GROUP ACTIVE 2023-06-01 2028-12-31 - 4802 FRATTINA ST, AVE MARIA, FL, 34142
G23000049261 PRIVATE WEALTH PLANNING ACTIVE 2023-04-18 2028-12-31 - 4802 FRATTINA STREET, AVE MARIA, FL, 34142

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-03-16 4802 Frattina Street, Ave Maria, FL 34142 -
CHANGE OF MAILING ADDRESS 2023-03-16 4802 Frattina Street, Ave Maria, FL 34142 -
REGISTERED AGENT ADDRESS CHANGED 2023-03-16 4802 Frattina Street, Ave Maria, FL 34142 -

Documents

Name Date
ANNUAL REPORT 2025-02-09
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-03-16
ANNUAL REPORT 2022-01-30
Florida Limited Liability 2021-03-15

Date of last update: 02 Apr 2025

Sources: Florida Department of State