| Entity Name: | EKANTA WEALTH ADVISORS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Company |
| Status: | Active |
| Date Filed: | 09 Nov 2015 (9 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 19 May 2022 (3 years ago) |
| Document Number: | M15000009023 |
| FEI/EIN Number | 47-5498845 |
| Address: | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 |
| Mail Address: | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 |
| ZIP code: | 33133 |
| County: | Miami-Dade |
| Place of Formation: | DELAWARE |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EKANTA WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 475498845 | 2024-05-16 | EKANTA WEALTH ADVISORS LLC | 3 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-16 |
| Name of individual signing | JULIO BAILON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 7868400033 |
| Plan sponsor’s address | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL, 33133 |
Signature of
| Role | Plan administrator |
| Date | 2023-03-31 |
| Name of individual signing | JULIO BAILON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| BAILON, JULIO | Agent | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 |
| Name | Role | Address |
|---|---|---|
| BAILON, JULIO | Manager | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 |
| MADUENO BAILON, NOVA | Manager | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G19000060425 | CLAIRMONT ADVISORS | EXPIRED | 2019-05-21 | 2024-12-31 | No data | 2001 MERIDIAN AVENUE, SUITE 510, MIAMI BEACH, FL, 33139 |
| G18000099778 | CLAIRMONT WEALTH | EXPIRED | 2018-09-10 | 2023-12-31 | No data | 2001 MERIDIAN AVENUE, PH-23, MIAMI BEACH, FL, 33139 |
| G18000099779 | CLAIRMONT WEALTH ADVISORS | EXPIRED | 2018-09-10 | 2023-12-31 | No data | 2001 MERIDIAN AVENUE, PH-23, MIAMI BEACH, FL, 33139 |
| G16000092163 | CLAIRMONT FUND SERVICES | EXPIRED | 2016-08-25 | 2021-12-31 | No data | 2001 MERIDIAN AVENUE, PH 23, MIAMI BEACH, FL, 33139 |
| G16000092162 | CLAIRMONT ADVISORS GROUP | EXPIRED | 2016-08-25 | 2021-12-31 | No data | 2001 MERIDIAN AVENUE, PH 23, MIAMI BEACH, FL, 33139 |
| G16000092161 | CLAIRMONT ADVISORS | EXPIRED | 2016-08-25 | 2021-12-31 | No data | 2001 MERIDIAN AVE., PH 23, MIAMI BEACH, FL, 33139 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT AND NAME CHANGE | 2022-05-19 | EKANTA WEALTH ADVISORS LLC | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2022-05-19 | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 | No data |
| CHANGE OF MAILING ADDRESS | 2022-05-19 | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 | No data |
| REGISTERED AGENT NAME CHANGED | 2022-05-19 | BAILON, JULIO | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2022-05-19 | 2665 S. BAYSHORE DR., STE. 430, MIAMI, FL 33133 | No data |
| LC NAME CHANGE | 2021-04-05 | CLAIRMONT WEALTH ADVISORS LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-19 |
| ANNUAL REPORT | 2023-04-26 |
| LC Amendment and Name Change | 2022-05-19 |
| ANNUAL REPORT | 2022-02-22 |
| ANNUAL REPORT | 2021-04-29 |
| LC Name Change | 2021-04-05 |
| ANNUAL REPORT | 2020-01-11 |
| ANNUAL REPORT | 2019-01-14 |
| ANNUAL REPORT | 2018-01-13 |
| ANNUAL REPORT | 2017-01-05 |
Date of last update: 20 Jan 2025
Sources: Florida Department of State
