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  5. ARBOR WEALTH MANAGEMENT LLC

ARBOR WEALTH MANAGEMENT LLC - Florida Company Profile

Company Details

Entity Name: ARBOR WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ARBOR WEALTH MANAGEMENT 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: 22 Nov 2024 (5 months ago)
Document Number: L24000493519
Address: 12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301, US
Mail Address: 12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301, US
ZIP code: 33301
County: Broward
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0001667164 13330 EMERALD COAST PARKWAY W, MIRAMAR BEACH, FL, 32550 13330 EMERALD COAST PARKWAY W, MIRAMAR BEACH, FL, 32550 850-608-6121

Filings since 2022-01-25
Form type 13F-HR
File number 028-17389
Filing date 2022-01-25
Reporting date 2021-12-31
File View File

Filings since 2021-10-19
Form type 13F-HR
File number 028-17389
Filing date 2021-10-19
Reporting date 2021-09-30
File View File

Filings since 2021-07-20
Form type 13F-HR
File number 028-17389
Filing date 2021-07-20
Reporting date 2021-06-30
File View File

Filings since 2021-04-27
Form type 13F-HR
File number 028-17389
Filing date 2021-04-27
Reporting date 2021-03-31
File View File

Filings since 2021-02-11
Form type 13F-HR
File number 028-17389
Filing date 2021-02-11
Reporting date 2020-12-31
File View File

Filings since 2020-11-03
Form type 13F-HR
File number 028-17389
Filing date 2020-11-03
Reporting date 2020-09-30
File View File

Filings since 2020-07-31
Form type 13F-HR
File number 028-17389
Filing date 2020-07-31
Reporting date 2020-06-30
File View File

Filings since 2020-04-21
Form type 13F-HR
File number 028-17389
Filing date 2020-04-21
Reporting date 2020-03-31
File View File

Filings since 2020-02-12
Form type 13F-HR
File number 028-17389
Filing date 2020-02-12
Reporting date 2019-12-31
File View File

Filings since 2019-11-06
Form type 13F-HR
File number 028-17389
Filing date 2019-11-06
Reporting date 2019-09-30
File View File

Filings since 2019-07-16
Form type 13F-HR
File number 028-17389
Filing date 2019-07-16
Reporting date 2019-06-30
File View File

Filings since 2019-05-15
Form type 13F-HR
File number 028-17389
Filing date 2019-05-15
Reporting date 2019-03-31
File View File

Filings since 2019-03-11
Form type 13F-HR
File number 028-17389
Filing date 2019-03-11
Reporting date 2018-12-31
File View File

Filings since 2018-11-13
Form type 13F-HR
File number 028-17389
Filing date 2018-11-13
Reporting date 2018-09-30
File View File

Filings since 2018-08-16
Form type 13F-HR
File number 028-17389
Filing date 2018-08-16
Reporting date 2018-06-30
File View File

Filings since 2018-05-17
Form type 13F-HR
File number 028-17389
Filing date 2018-05-17
Reporting date 2018-03-31
File View File

Filings since 2018-02-21
Form type 13F-HR
File number 028-17389
Filing date 2018-02-21
Reporting date 2017-12-31
File View File

Filings since 2017-11-15
Form type 13F-HR
File number 028-17389
Filing date 2017-11-15
Reporting date 2017-09-30
File View File

Filings since 2017-08-14
Form type 13F-HR
File number 028-17389
Filing date 2017-08-14
Reporting date 2017-06-30
File View File

Filings since 2017-05-15
Form type 13F-HR
File number 028-17389
Filing date 2017-05-15
Reporting date 2017-03-31
File View File

Filings since 2017-02-14
Form type 13F-HR
File number 028-17389
Filing date 2017-02-14
Reporting date 2016-12-31
File View File

Filings since 2016-11-14
Form type 13F-HR
File number 028-17389
Filing date 2016-11-14
Reporting date 2016-09-30
File View File

Filings since 2016-08-10
Form type 13F-HR
File number 028-17389
Filing date 2016-08-10
Reporting date 2016-06-30
File View File

Filings since 2016-05-16
Form type 13F-HR
File number 028-17389
Filing date 2016-05-16
Reporting date 2016-03-31
File View File

Filings since 2016-02-19
Form type 13F-HR
File number 028-17389
Filing date 2016-02-19
Reporting date 2015-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 272184221 2022-10-13 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2021 272184221 2022-10-13 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2020 272184221 2021-10-13 ARBOR WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 272184221 2021-10-13 ARBOR WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2019 272184221 2020-09-03 ARBOR WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 272184221 2020-09-10 ARBOR WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2018 272184221 2019-07-25 ARBOR WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Plan sponsor’s address 8955 EMERALD COAST PARKWAY, STE 104, MIRAMAR BEACH, FL, 32550

Key Officers & Management

Name Role Address
STIEF JON S Manager 12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301
STIEF JONATHAN ESQ. Agent 12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301

Documents

Name Date
Florida Limited Liability 2024-11-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5016067205 2020-04-27 0491 PPP 8955 HWY 98, MIRAMAR BEACH, FL, 32550
Loan Status Date 2021-07-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 260972
Loan Approval Amount (current) 260972
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39232
Servicing Lender Name Hancock Whitney Bank
Servicing Lender Address 2510 14th St One Hancock Plz, GULFPORT, MS, 39501
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MIRAMAR BEACH, WALTON, FL, 32550-0001
Project Congressional District FL-01
Number of Employees 7
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 39232
Originating Lender Name Hancock Whitney Bank
Originating Lender Address GULFPORT, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 264031.17
Forgiveness Paid Date 2021-06-28

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Companies related by address

12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301, US

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12 SE 7TH STREET, #712, FORT LAUDERDALE, FL, 33301, US

INDIVORCE, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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