| Entity Name: | HELLER PRIVATE WEALTH LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 08 Nov 2022 (2 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 09 Dec 2022 (2 years ago) |
| Document Number: | L22000479830 |
| FEI/EIN Number | 88-4284015 |
| Address: | 501 EAST LAS OLAS BLVD., SUITE 200, FORT LAUDERDALE, FL 33301 |
| Mail Address: | 501 EAST LAS OLAS BLVD., SUITE 200, FORT LAUDERDALE, FL 33301 |
| ZIP code: | 33301 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELLER PRIVATE WEALTH LLC 401(K) PLAN | 2023 | 884284015 | 2024-05-20 | HELLER PRIVATE WEALTH LLC | 0 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-20 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| BARITZ COLMAN RICHAN & HARRIS LLP | Agent | 1075 BROKEN SOUND PARKWAY NW, 102, BOCA RATON, FL 33487 |
| Name | Role | Address |
|---|---|---|
| HELLER, JUSTIN | Authorized Member | 501 EAST LAS OLAS BLVD., SUITE 200 FORT LAUDERDALE, FL 33301 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2025-02-06 | BARITZ COLMAN RICHAN & HARRIS LLP | No data |
| REGISTERED AGENT NAME CHANGED | 2024-03-07 | BARITZ & COLMAN LLP | No data |
| LC AMENDMENT | 2022-12-09 | No data | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2022-12-09 | 501 EAST LAS OLAS BLVD., SUITE 200, FORT LAUDERDALE, FL 33301 | No data |
| CHANGE OF MAILING ADDRESS | 2022-12-09 | 501 EAST LAS OLAS BLVD., SUITE 200, FORT LAUDERDALE, FL 33301 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-06 |
| ANNUAL REPORT | 2024-03-07 |
| ANNUAL REPORT | 2023-01-18 |
| LC Amendment | 2022-12-09 |
| Florida Limited Liability | 2022-11-08 |
Date of last update: 11 Feb 2025
Sources: Florida Department of State
