| Entity Name: | CONSERVATION WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
CONSERVATION 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. |
| 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 Oct 2021 (4 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 23 Jun 2022 (3 years ago) |
| Document Number: | L21000436517 |
| FEI/EIN Number |
87-3994812
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 11000 PROSPERITY FARMS ROAD, Suite 300, PALM BEACH GARDENS, FL, 33410, US |
| Mail Address: | 11000 PROSPERITY FARMS ROAD, Suite 300, PALM BEACH GARDENS, FL, 33410, US |
| ZIP code: | 33410 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| TROTTA RICHARD N | Manager | 11000 PROSPERITY FARMS ROAD, PALM BEACH GARDENS, FL, 33410 |
| Trotta Richard N | Agent | 11000 PROSPERITY FARMS RD, PALM BCH GDNS, FL, 33410 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-02-12 | 11000 PROSPERITY FARMS ROAD, Suite 300, PALM BEACH GARDENS, FL 33410 | - |
| CHANGE OF MAILING ADDRESS | 2023-02-12 | 11000 PROSPERITY FARMS ROAD, Suite 300, PALM BEACH GARDENS, FL 33410 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-02-12 | 11000 PROSPERITY FARMS RD, Suite 300, PALM BCH GDNS, FL 33410 | - |
| LC AMENDMENT | 2022-06-23 | - | - |
| REGISTERED AGENT NAME CHANGED | 2022-04-07 | Trotta, Richard N | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-31 |
| ANNUAL REPORT | 2024-01-12 |
| ANNUAL REPORT | 2023-02-12 |
| LC Amendment | 2022-06-23 |
| ANNUAL REPORT | 2022-04-07 |
| Florida Limited Liability | 2021-10-05 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
