| 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. |
| 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: | 201 Arkona Court, West Palm Beach, FL, 33401, US |
| Mail Address: | 201 Arkona Court, West Palm Beach, FL, 33401, US |
| ZIP code: | 33401 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1936420 | 201 ARKONA CT, WEST PALM BEACH, FL, 33401 | 201 ARKONA CT, WEST PALM BEACH, FL, 33401 | 561-686-9604 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2024-10-31 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-09
| Form type | N-PX |
| File number | 028-22582 |
| Filing date | 2024-08-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-22
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2024-07-22 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-29
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2024-04-29 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-31
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2024-01-31 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-06
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2023-11-06 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-17
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2023-07-17 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-04
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2023-05-04 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-09
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2023-02-09 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-07
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2022-11-07 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-01
| Form type | 13F-HR |
| File number | 028-22582 |
| Filing date | 2022-08-01 |
| Reporting date | 2022-06-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2023 | 650786404 | 2024-07-22 | CASTLE WEALTH MANAGEMENT, LLC | 16 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2022 | 650786404 | 2023-07-17 | CASTLE WEALTH MANAGEMENT, LLC | 14 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2021 | 650786404 | 2022-06-15 | CASTLE WEALTH MANAGEMENT, LLC | 16 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN | 2020 | 650786404 | 2021-01-12 | CASTLE WEALTH MANAGEMENT, LLC | 6 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2020 | 650786404 | 2021-04-16 | CASTLE WEALTH MANAGEMENT, LLC | 12 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN | 2019 | 650786404 | 2020-07-20 | CASTLE WEALTH MANAGEMENT, LLC | 6 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2019 | 650786404 | 2020-03-03 | CASTLE WEALTH MANAGEMENT, LLC | 12 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN | 2018 | 650786404 | 2019-05-07 | CASTLE WEALTH MANAGEMENT, LLC | 7 | |||||||||||||
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| CASTLE WEALTH MANAGEMENT 401(K) PLAN | 2018 | 650786404 | 2019-05-07 | CASTLE WEALTH MANAGEMENT, LLC | 10 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| WORLEY CHRISTINA L | Managing Member | 201 Arkona Court, West Palm Beach, FL, 33401 |
| WORLEY CHRISTINA L | Agent | 201 Arkona Court, West Palm Beach, FL, 33401 |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2157547109 | 2020-04-10 | 0455 | PPP | 201 ARKONA COURT, WEST PALM BEACH, FL, 33401-7101 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
