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CASTLE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

CASTLE 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: 09 Oct 1997 (28 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 24 Feb 2020 (5 years ago)
Document Number: L97000001121
FEI/EIN Number 650786404

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

Address: 1880 N Congress Ave, Boynton Beach, FL, 33426, US
Mail Address: 1880 N Congress Ave, Boynton Beach, FL, 33426, US
ZIP code: 33426
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WORLEY CHRISTINA L Managing Member 201 Arkona Court, West Palm Beach, FL, 33401
WORLEY CHRISTINA L Agent 1880 N Congress Ave, Boynton Beach, FL, 33426

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001936420
Phone:
561-686-9604

Latest Filings

Form type:
13F-HR
File number:
028-22582
Filing date:
2025-04-28
File:
Form type:
13F-HR
File number:
028-22582
Filing date:
2025-01-29
File:
Form type:
13F-HR
File number:
028-22582
Filing date:
2024-10-31
File:
Form type:
N-PX
File number:
028-22582
Filing date:
2024-08-09
File:
Form type:
13F-HR
File number:
028-22582
Filing date:
2024-07-22
File:

Form 5500 Series

Employer Identification Number (EIN):
650786404
Plan Year:
2023
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
12
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000005481 CASTLE WEALTH MANAGEMENT ACTIVE 2025-01-13 2030-12-31 - 1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, 33426

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-13 201 Arkona Court, West Palm Beach, FL 33401 -
CHANGE OF MAILING ADDRESS 2023-02-13 201 Arkona Court, West Palm Beach, FL 33401 -
REGISTERED AGENT NAME CHANGED 2023-02-13 WORLEY, CHRISTINA L. -
REGISTERED AGENT ADDRESS CHANGED 2023-02-13 201 Arkona Court, West Palm Beach, FL 33401 -
LC STMNT OF RA/RO CHG 2020-02-24 - -
LC NAME CHANGE 2018-12-10 CASTLE WEALTH MANAGEMENT, LLC -

Documents

Name Date
ANNUAL REPORT 2024-01-21
ANNUAL REPORT 2023-02-13
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-07-24
CORLCRACHG 2020-02-24
ANNUAL REPORT 2019-02-08
LC Name Change 2018-12-10
ANNUAL REPORT 2018-03-05
ANNUAL REPORT 2017-02-21

USAspending Awards / Financial Assistance

Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
97800.00
Total Face Value Of Loan:
121907.00
Date:
2019-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Obligated Amount:
0.00
Face Value Of Loan:
19000.00
Total Face Value Of Loan:
769000.00

Paycheck Protection Program

Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
97800
Current Approval Amount:
121907
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Unanswered
Forgiveness Amount:
123241.2

Date of last update: 01 Jun 2025

Sources: Florida Department of State