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MONEY HABITUDES, LLC - Florida Company Profile

Company Details

Entity Name: MONEY HABITUDES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MONEY HABITUDES, 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: 23 May 2022 (3 years ago)
Document Number: L22000238336
FEI/EIN Number 882813216

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

Address: 5830 JAMILA RIVER DR, VENICE, FL, 34293, US
Mail Address: 1850 Lee Road Ste 122D, Orlando, FL, 34789, US
ZIP code: 34293
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MACKSOUD CARA Chief Executive Officer 5830 JAMILA RIVER DR, VENICE, FL, 34293
Kehoe Aaron Chief Operating Officer 5830 JAMILA RIVER DR, VENICE, FL, 34293
MACKSOUD CARA Agent 5830 JAMILA RIVER DR, VENICE, FL, 34293

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-06-26 5830 JAMILA RIVER DR, VENICE, FL 34293 -
CHANGE OF PRINCIPAL ADDRESS 2022-08-10 5830 JAMILA RIVER DR, VENICE, FL 34293 -

Documents

Name Date
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-02-21
Florida Limited Liability 2022-05-23

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2902691 MONEY HABITUDES, LLC - VL9DJJ16MHA8 5830 JAMILA RIVER DR, VENICE, FL, 34293-6676
Capabilities Statement Link -
Phone Number 917-554-2272
Fax Number -
E-mail Address cara@moneyhabitudes.com
WWW Page www.moneyhabitudes.com
E-Commerce Website https://shop.moneyhabitudes.com/categories/All-Products/
Contact Person CARA MACKSOUD
County Code (3 digit) 115
Congressional District 17
Metropolitan Statistical Area 7510
CAGE Code 9D0P4
Year Established 2022
Accepts Government Credit Card Yes
Legal Structure Partnership
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative Money Habitudes is the leading money personality profile assessment. It is presented in a game-like fashion – either online or with physical cards – to help people understand and talk about their finances in a fun, constructive way. It also allows people to pinpoint underlying financial habits, attitudes and motivations to make real behavior changes. Money Habitudes helps financial professionals bring emotions and personal stories into the conversation without getting touchy-feely. Professionals helping people navigate life issues use them to understand the impact of the client’s relationship with money without focusing on their finances. This activity can be used to work with individuals, couples and groups of any size as a stand-alone activity or to supplement other programs.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Personal Finance counseling, financial curriculums, personal finance, adult money games, money profile assessment
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Cara Macksoud
Role Owner/Manager
Name Aaron Kehoe
Role Partner

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 611710
NAICS Code's Description Educational Support Services
Buy Green Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541720
NAICS Code's Description Research and Development in the Social Sciences and Humanities
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 611699
NAICS Code's Description All Other Miscellaneous Schools and Instruction
Buy Green Yes
Code 624310
NAICS Code's Description Vocational Rehabilitation Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 02 Apr 2025

Sources: Florida Department of State