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  5. WEALTH PARTNERS CAPITAL GROUP, LLC

WEALTH PARTNERS CAPITAL GROUP, LLC - Florida Company Profile

Company Details

Entity Name: WEALTH PARTNERS CAPITAL GROUP, 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: 18 Dec 2020 (4 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 26 Apr 2021 (4 years ago)
Document Number: M20000011762
FEI/EIN Number NOT APPLICABLE

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 230 Royal Palm Way, Suite 201, Palm Beach, FL, 33480, US
Mail Address: 230 Royal Palm Way, Suite 201, Palm Beach, FL, 33480, US
ZIP code: 33480
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN 2023 854306226 2024-05-03 WEALTH PARTNERS CAPITAL GROUP, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 525990
Sponsor’s telephone number 5615678166
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 201, PALM BEACH, FL, 33480

Signature of
Role Plan administrator
Date 2024-05-03
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature
WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN 2022 854306226 2023-05-10 WEALTH PARTNERS CAPITAL GROUP, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 525990
Sponsor’s telephone number 5615678166
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 201, PALM BEACH, FL, 33480

Signature of
Role Plan administrator
Date 2023-05-10
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature
WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN 2021 854306226 2022-06-16 WEALTH PARTNERS CAPITAL GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 525990
Sponsor’s telephone number 5615678166
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 201, PALM BEACH, FL, 33480

Signature of
Role Plan administrator
Date 2022-06-16
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-16
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature
WEALTH PARTNERS CAPITAL GROUP LLC 401(K) PLAN 2019 821107823 2020-05-08 WEALTH PARTNERS CAPITAL GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 525990
Sponsor’s telephone number 5615678166
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 201, PALM BEACH, FL, 33480

Signature of
Role Plan administrator
Date 2020-05-08
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature
WEALTH PARTNERS CAPITAL GROUP LLC 401(K) PLAN 2018 821107823 2019-05-21 WEALTH PARTNERS CAPITAL GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 525990
Sponsor’s telephone number 5615678166
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 201, PALM BEACH, FL, 33480

Signature of
Role Plan administrator
Date 2019-05-21
Name of individual signing JILLIAN ROM
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Copeland John W Member 230 Royal Palm Way, Suite 201, Palm Beach, FL, 33480
Gill Rich P Member 230 Royal Palm Way, Suite 201, Palm Beach, FL, 33480
Bresnan Sean P Member 230 Royal Palm Way, Suite 201, Palm Beach, FL, 33480
CORPORATE CREATIONS NETWORK INC. Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-13 230 Royal Palm Way, Suite 201, Palm Beach, FL 33480 -
CHANGE OF MAILING ADDRESS 2024-04-13 230 Royal Palm Way, Suite 201, Palm Beach, FL 33480 -
REGISTERED AGENT NAME CHANGED 2024-04-13 CORPORATE CREATIONS NETWORK INC. -
LC STMNT OF RA/RO CHG 2021-04-26 - -
REGISTERED AGENT ADDRESS CHANGED 2021-04-26 801 US HWY 1, N PALM BEACH, FL 33408 -
LC NAME CHANGE 2021-04-22 WEALTH PARTNERS CAPITAL GROUP, LLC -

Documents

Name Date
ANNUAL REPORT 2025-02-07
ANNUAL REPORT 2024-04-13
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-20
CORLCRACHG 2021-04-26
LC Name Change 2021-04-22
Foreign Limited 2020-12-18

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Companies related by address

No other companies in our directory share the same address as WEALTH PARTNERS CAPITAL GROUP, LLC

Date of last update: 01 Mar 2025

Sources: Florida Department of State

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