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LIBERTY WEALTH ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: LIBERTY WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 27 Jan 2022 (4 years ago)
Document Number: M22000001373
FEI/EIN Number NOT APPLICABLE
Address: 4851 Tamiami Trail N, Suite 200, NAPLES, FL, 34103, US
Mail Address: 4851 Tamiami Trail N, Suite 200, NAPLES, FL, 34103, US
ZIP code: 34103
City: Naples
County: Collier
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
GLADNEY JAMES Manager 16418 CARRARA WAY, NAPLES, FL, 34110
- Agent -

Form 5500 Series

Employer Identification Number (EIN):
383634777
Plan Year:
2023
Number Of Participants:
21
Sponsors Telephone Number:
5869436202
File:
View File
Plan Year:
2022
Number Of Participants:
20
Sponsors Telephone Number:
2486891550
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000026709 PORTFOLIO SOLUTIONS ACTIVE 2022-02-15 2027-12-31 - 4851 TAMIAMI TRAIL NORTH, SUITE 200, NAPLES, FL, 34103

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-02-03 4851 Tamiami Trail N, Suite 200, NAPLES, FL 34103 -
CHANGE OF MAILING ADDRESS 2025-02-03 4851 Tamiami Trail N, Suite 200, NAPLES, FL 34103 -

Documents

Name Date
ANNUAL REPORT 2025-02-03
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-04-30
Foreign Limited 2022-01-27

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ATLAS RECOVERY CONSULTING LLC
Florida Limited Liability Co.
ATLAS RECOVERY CONSULTING LLC, which currently Active, has registered address 4851 Tamiami Trail N, Suite 200, NAPLES, FL, 34103, US.
ATLAS RECOVERY CONSULTING LLC
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ATLAS RECOVERY CONSULTING LLC, which currently Active, has registered address 4851 Tamiami Trail N, Suite 200, NAPLES, FL, 34103, US.

Date of last update: 02 Jul 2025

Sources: Florida Department of State

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