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EAGLE OAK WEALTH PARTNERS, LLC - Florida Company Profile

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Company Details

Entity Name: EAGLE OAK WEALTH PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

EAGLE OAK WEALTH PARTNERS, 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: 19 May 2023 (2 years ago)
Document Number: L23000247062
FEI/EIN Number 93-1718445

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

Address: 1800 N Military Trail, Boca Raton, FL, 33431, US
Mail Address: 10425 N Barnsley Dr, Parkland, FL, 33076, US
ZIP code: 33431
City: Boca Raton
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FREEMAN JASON Manager 10425 N Barnsley Drive, Parkland, FL, 330764465
BERSTEIN JONATHAN L Manager 455 E Palmetto Park Road, Boca Raton, FL, 33432
Berstein Jonathan L Agent 1800 N Military Trail, Boca Raton, FL, 33431

Form 5500 Series

Employer Identification Number (EIN):
931718445
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2025-01-28 EAGLE OAK WEALTH PARTNERS, LLC -
REGISTERED AGENT NAME CHANGED 2025-01-27 Berstein, Jonathan Louis -
CHANGE OF PRINCIPAL ADDRESS 2024-03-08 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 -
REGISTERED AGENT NAME CHANGED 2024-03-08 Berstein, Jonathan Louis -
REGISTERED AGENT ADDRESS CHANGED 2024-03-08 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 -
CHANGE OF MAILING ADDRESS 2023-08-09 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 -

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-03-08
Florida Limited Liability 2023-05-19

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Date of last update: 01 Jul 2025

Sources: Florida Department of State