| Entity Name: | WEISBERG WEALTH MANAGEMENT LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 06 Jan 2023 (2 years ago) |
| Document Number: | L23000015805 |
| FEI/EIN Number | 92-1606440 |
| Address: | 400 5TH AVENUE SOUTH, 302, NAPLES, FL, 34102 |
| Mail Address: | 400 5TH AVENUE SOUTH, 302, NAPLES, FL, 34102 |
| ZIP code: | 34102 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEISBERG WEALTH MANAGEMENT CASH BALANCE PLAN | 2023 | 921606440 | 2024-07-30 | WEISBERG WEALTH MANAGEMENT, LLC | 0 | |||||||||||||
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| WEISBERG WEALTH MANAGEMENT 401K PLAN | 2023 | 921606440 | 2024-07-30 | WEISBERG WEALTH MANAGEMENT, LLC | 0 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| WEISBERG RICHARD J | Agent | 3983 STONESTHROW COURT, NAPLES, FL, 34109 |
| Name | Role | Address |
|---|---|---|
| WEISBERG RICHARD J | Member | 400 5TH AVENUE SOUTH #302, NAPLES, FL, 34102 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2025-05-01 | 400 5TH AVENUE SOUTH, 302, NAPLES, FL 34102 | No data |
| CHANGE OF MAILING ADDRESS | 2025-05-01 | 400 5TH AVENUE SOUTH, 302, NAPLES, FL 34102 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2024-05-01 | 400 5TH AVENUE SOUTH, 302, NAPLES, FL 34102 | No data |
| CHANGE OF MAILING ADDRESS | 2024-05-01 | 400 5TH AVENUE SOUTH, 302, NAPLES, FL 34102 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-06 |
| Florida Limited Liability | 2023-01-06 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
