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  5. WEALTH STRATEGISTS, INC.

WEALTH STRATEGISTS, INC. - Florida Company Profile

Company Details

Entity Name: WEALTH STRATEGISTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WEALTH STRATEGISTS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 22 Oct 2002 (23 years ago)
Date of dissolution: 27 Sep 2024 (7 months ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 27 Sep 2024 (7 months ago)
Document Number: P02000113503
FEI/EIN Number 810577194

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1600 Sarno Road, Suite 12, Melbourne, FL, 32935, US
Mail Address: PO Box 33937, Indialantic, FL, 32903, US
ZIP code: 32935
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2010 810577194 2011-07-27 WEALTH STRATEGISTS INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2011-07-27
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-27
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD JONES
Valid signature Filed with authorized/valid electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
WEALTH STRATEGISTS INC. RETIREMENT TRUST 2009 810577194 2010-07-29 WEALTH STRATEGISTS INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3212533400
Plan sponsor’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935

Plan administrator’s name and address
Administrator’s EIN 810577194
Plan administrator’s name WEALTH STRATEGISTS INC.
Plan administrator’s address 1250 W. EAU GALLIE BLVD., STE K, MELBOURNE, FL, 32935
Administrator’s telephone number 3212533400

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing RICHARD O. JONES
Valid signature Filed with incorrect/unrecognized electronic signature

Key Officers & Management

Name Role Address
Jones Richard O Director 1600 Sarno Road, Melbourne, FL, 32935
Jones Richard O Agent 1600 Sarno Road, Melbourne, FL, 32935

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2024-09-27 - -
CHANGE OF PRINCIPAL ADDRESS 2023-01-29 1600 Sarno Road, Suite 12, Melbourne, FL 32935 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-29 1600 Sarno Road, Suite 12, Melbourne, FL 32935 -
REGISTERED AGENT NAME CHANGED 2019-04-09 Jones, Richard O -
CHANGE OF MAILING ADDRESS 2014-04-06 1600 Sarno Road, Suite 12, Melbourne, FL 32935 -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J22000558900 TERMINATED 1000000938840 BREVARD 2022-12-09 2042-12-14 $ 990.00 STATE OF FLORIDA, DEPARTMENT OF REVENUE, MELBOURNE SERVICE CENTER, 6300 N WICKHAM RD STE 133A, MELBOURNE FL329402029

Documents

Name Date
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-02-05
ANNUAL REPORT 2021-02-07
ANNUAL REPORT 2020-04-04
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-06-13
ANNUAL REPORT 2016-03-10
ANNUAL REPORT 2015-01-13
ANNUAL REPORT 2014-04-06

Companies related by officers

No other companies in our directory share the same officers as WEALTH STRATEGISTS, INC.

Companies related by address

No other companies in our directory share the same address as WEALTH STRATEGISTS, INC.

Date of last update: 02 May 2025

Sources: Florida Department of State

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