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CLARITY WEALTH GROUP, LLC - Florida Company Profile

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Company Details

Entity Name: CLARITY WEALTH GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 09 Feb 2023 (3 years ago)
Document Number: L23000072977
FEI/EIN Number 92-2557478
Address: 5801 PELICAN BAY BLVD., SUITE 200, NAPLES, FL, 34108, US
Mail Address: 5801 PELICAN BAY BLVD., SUITE 200, NAPLES, FL, 34108, US
ZIP code: 34108
City: Naples
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
JACOBY KEITH M Manager 5801 PELICAN BAY BLVD., SUITE 200, NAPLES, FL, 34108
LAMPE DANIEL Manager 5801 PELICAN BAY BLVD., SUITE 200, NAPLES, FL, 34108
JACOBY KEITH M Agent 5801 PELICAN BAY BLVD., NAPLES, FL, 34108

Form 5500 Series

Employer Identification Number (EIN):
922557478
Plan Year:
2024
Number Of Participants:
39
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
28
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
LC DISSOCIATION MEM 2025-05-08 - -

Documents

Name Date
ANNUAL REPORT 2024-02-13
Florida Limited Liability 2023-02-09

Trademarks

Serial Number:
99151075
Mark:
FAMILY WEALTH ADVANTAGE
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FAMILY WEALTH ADVANTAGE

Goods And Services

For:
Investment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99150974
Mark:
CLARITY WEALTH GROUP
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CLARITY WEALTH GROUP

Goods And Services

For:
Investment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 03 Aug 2025

Sources: Florida Department of State