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INSTRUMENTAL WEALTH, LLC - Florida Company Profile

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Company Details

Entity Name: INSTRUMENTAL WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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: 01 Oct 2020 (5 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 30 May 2023 (2 years ago)
Document Number: M20000008584
FEI/EIN Number 853081152

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

Address: 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL, 33609, US
Mail Address: 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL, 33609, US
ZIP code: 33609
City: Tampa
County: Hillsborough
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
- Agent -
David Silver Living Revocable Trust Dated SOLE 1 N. Dale Mabry Hwy., Tampa, FL, 33609

Form 5500 Series

Employer Identification Number (EIN):
853081152
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
LC STMNT OF RA/RO CHG 2023-05-30 - -
REGISTERED AGENT NAME CHANGED 2023-05-30 CORPORATE ACCESS, INC. -
REGISTERED AGENT ADDRESS CHANGED 2023-05-30 236 E. 6TH AVE., TALLAHASSEE, FL 32303 -
CHANGE OF PRINCIPAL ADDRESS 2022-04-17 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL 33609 -
REINSTATEMENT 2022-04-17 - -
CHANGE OF MAILING ADDRESS 2022-04-17 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL 33609 -
REVOKED FOR ANNUAL REPORT 2021-09-24 - -
LC AMENDMENT AND NAME CHANGE 2020-10-23 INSTRUMENTAL WEALTH, LLC -

Documents

Name Date
ANNUAL REPORT 2025-02-10
ANNUAL REPORT 2024-02-11
CORLCRACHG 2023-05-30
ANNUAL REPORT 2023-03-21
REINSTATEMENT 2022-04-17
LC Amendment and Name Change 2020-10-23
Foreign Limited 2020-10-01

Trademarks

Serial Number:
97243455
Mark:
INSTRUMENTAL WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-01-28
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
INSTRUMENTAL WEALTH

Goods And Services

For:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management
First Use:
2019-08-06
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$75,534
Date Approved:
2021-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$75,534
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$76,237.6
Servicing Lender:
Bank of Central Florida
Use of Proceeds:
Payroll: $75,533
Jobs Reported:
4
Initial Approval Amount:
$75,500
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$75,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$76,209.49
Servicing Lender:
The Bank of Tampa
Use of Proceeds:
Payroll: $75,500

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Date of last update: 02 Jul 2025

Sources: Florida Department of State