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WEALTHTRUST ASSET MANAGEMENT LLC

Company Details

Entity Name: WEALTHTRUST ASSET MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 09 Apr 2021 (4 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 01 Mar 2023 (2 years ago)
Document Number: M21000004250
FEI/EIN Number 471599455
Address: 4458 LEGENDARY DR, DESTIN, FL, 32541, US
Mail Address: 76 INDIAN BAYOU DR, DESTIN, FL, 32541, US
ZIP code: 32541
County: Okaloosa
Place of Formation: MISSOURI

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHTRUST ASSET MANAGEMENT, LLC 401(K) PLAN 2022 471599455 2023-09-21 WEALTHTRUST ASSET MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8504608444
Plan sponsor’s address 4458 LEGENDARY DR. SUITE 140, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing AMY CAPPELLINO
Valid signature Filed with authorized/valid electronic signature
WEALTHTRUST ASSET MANAGEMENT, LLC 401(K) PLAN 2022 471599455 2023-08-18 WEALTHTRUST ASSET MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8504608444
Plan sponsor’s address 4458 LEGENDARY DR. SUITE 140, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2023-08-18
Name of individual signing AMY CAPPELLINO
Valid signature Filed with authorized/valid electronic signature
WEALTHTRUST ASSET MANAGEMENT, LLC 401(K) PLAN 2021 471599455 2022-08-18 WEALTHTRUST ASSET MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8504608444
Plan sponsor’s address 4458 LEGENDARY DR. SUITE 140, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2022-08-18
Name of individual signing AMY CAPPELLINO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-18
Name of individual signing AMY CAPPELLINO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MCHUGH JOHN Agent 76 INDIAN BAYOU DR, DESTIN, FL, 32541

Manager

Name Role Address
MCHUGH JOHN Manager 76 INDIAN BAYOU DR, DESTIN, FL, 32541

Authorized Person

Name Role Address
CAPPELLINO AMY Authorized Person 4458 LEGENDARY DR, DESTIN, FL, 32541

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000081296 DUCAN MCHUGH INVESTMENTS ACTIVE 2021-06-18 2026-12-31 No data 76 INDIAN BAYOU DR, DESTIN, FL, 32541
G21000081297 925 ADVISORY ACTIVE 2021-06-18 2026-12-31 No data 76 INDIAN BAYOU DR, DESTIN, FL, 32541
G21000081298 TAMP ADVISORY SOLUTIONS ACTIVE 2021-06-18 2026-12-31 No data 76 INDIAN BAYOU DR., DESTIN, FL, 32541

Events

Event Type Filed Date Value Description
REINSTATEMENT 2023-03-01 No data No data
REGISTERED AGENT NAME CHANGED 2023-03-01 MCHUGH, JOHN No data
REVOKED FOR ANNUAL REPORT 2022-09-23 No data No data

Documents

Name Date
ANNUAL REPORT 2024-02-16
REINSTATEMENT 2023-03-01
Foreign Limited 2021-04-09

Date of last update: 01 Feb 2025

Sources: Florida Department of State