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  5. WEALTH ADVISORS, INC.

WEALTH ADVISORS, INC. - Florida Company Profile

Company Details

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

WEALTH ADVISORS, 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: 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: 10 Dec 2015 (9 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 28 Feb 2017 (8 years ago)
Document Number: P15000099153
FEI/EIN Number 81-0774631

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071, US
Mail Address: 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071, US
ZIP code: 33071
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2023 810774631 2024-11-04 WEALTH ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2024-11-04
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-11-04
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2022 810774631 2023-04-28 WEALTH ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2023-04-28
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2022 810774631 2023-03-20 WEALTH ADVISORS, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2023-03-20
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2021 810774631 2022-02-22 WEALTH ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2022-02-22
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2020 810774631 2021-03-17 WEALTH ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2021-03-17
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2019 810774631 2020-02-12 WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2020-02-12
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2018 810774631 2019-03-12 WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2019-03-12
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2017 810774631 2018-03-20 WEALTH ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2018-03-20
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature
WEALTH ADVISORS, INC. 401(K) P/S PLAN 2016 810774631 2017-04-04 WEALTH ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 9545101100
Plan sponsor’s address 12510 W. ATLANTIC BOULEVARD, CORAL SPRINGS, FL, 33071

Plan administrator’s name and address
Administrator’s EIN 810774631
Plan administrator’s name WEALTH ADVISORS, INC.
Plan administrator’s address 12510 W. ATLANTIC BOULEVARD, CORAL SPRINGS, FL, 33071
Administrator’s telephone number 9545101100

Signature of
Role Plan administrator
Date 2017-04-04
Name of individual signing RICHARD KIESEL
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
KIESEL RICHARD P President 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071
KIESEL RICHARD P Secretary 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071
KIESEL RICHARD P Treasurer 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071
KIESEL RICHARD P Director 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071
KIESEL RICHARD P Agent 21670 Club Villa Terrace, Boca Raton, FL, 33433

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000013388 ASAM FINANCIAL GROUP EXPIRED 2016-02-05 2021-12-31 - 12510 W. ATLANTIC BLVD., CORAL SPRINGS, FL, 33071

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-02-03 21670 Club Villa Terrace, Boca Raton, FL 33433 -
CHANGE OF PRINCIPAL ADDRESS 2017-11-03 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL 33071 -
CHANGE OF MAILING ADDRESS 2017-11-03 12518 W. ATLANTIC BLVD., CORAL SPRINGS, FL 33071 -
REINSTATEMENT 2017-02-28 - -
REGISTERED AGENT NAME CHANGED 2017-02-28 KIESEL, RICHARD P -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 - -

Documents

Name Date
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-11
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-01-15
REINSTATEMENT 2017-02-28
Domestic Profit 2015-12-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4602507705 2020-05-01 0455 PPP 12518 W ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53967
Loan Approval Amount (current) 53967
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORAL SPRINGS, BROWARD, FL, 33071-3900
Project Congressional District FL-23
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 54444.57
Forgiveness Paid Date 2021-03-26

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Companies related by address

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

Date of last update: 02 May 2025

Sources: Florida Department of State

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