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A&L INVESTMENTS AND WEALTH MANAGEMENT L.L.C. - Florida Company Profile

Company Details

Entity Name: A&L INVESTMENTS AND WEALTH MANAGEMENT L.L.C.
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

A&L INVESTMENTS AND WEALTH MANAGEMENT L.L.C. 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 Jan 2023 (2 years ago)
Document Number: L23000042789
FEI/EIN Number 92-2031206

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

Address: 3719 BRUNOT CIR, MELBOURNE, FL, 32940, US
Mail Address: 3719 BRUNOT CIR, MELBOURNE, FL, 32940, US
ZIP code: 32940
County: Brevard
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
OCASIO ROBERTO President 5340 NW 55TH BLVD APT 305, COCONUT CREEK, FL, 33073
OCASIO ROBERTO Agent 5340 NW 55TH BLVD APT 305, COCONUT CREEK, FL, 33073

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-09-20 3719 BRUNOT CIR, MELBOURNE, FL 32940 -
CHANGE OF MAILING ADDRESS 2024-09-20 3719 BRUNOT CIR, MELBOURNE, FL 32940 -
REGISTERED AGENT NAME CHANGED 2024-02-12 OCASIO, ROBERTO -

Documents

Name Date
ANNUAL REPORT 2024-02-12
Florida Limited Liability 2023-01-23

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P3332317 A&L INVESTMENTS AND WEALTH MANAGEMENT L.L.C - TAQJFKJPBHF2 5340 NW 55TH BLVD APT 305, COCONUT CREEK, FL, 33073-3788
Capabilities Statement Link -
Phone Number 305-407-4286
Fax Number -
E-mail Address alinvestmentsandwealth@gmail.com
WWW Page -
E-Commerce Website -
Contact Person ROBERTO OCASIO
County Code (3 digit) 011
Congressional District 23
Metropolitan Statistical Area 2680
CAGE Code 05Q72
Year Established 2023
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications -
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

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 (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 813990
NAICS Code's Description Other Similar Organizations (except Business, Professional, Labor, and Political Organizations)
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
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: 03 Apr 2025

Sources: Florida Department of State