Search icon

ADVANCE WEALTH MANAGEMENT, INC - Florida Company Profile

Company Details

Entity Name: ADVANCE WEALTH MANAGEMENT, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ADVANCE WEALTH MANAGEMENT, 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: 21 Jun 2017 (8 years ago)
Document Number: P17000054278
FEI/EIN Number 26-1489005

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 370 CHENEY HWY, TITUSVILLE, FL, 32780
Mail Address: 370 CHENEY HWY, TITUSVILLE, FL, 32780
ZIP code: 32780
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVANCE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST 2022 412162479 2023-05-27 ADVANCE WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 9415398751
Plan sponsor’s address 8858 FISHERMANS BAY DR., SARASOTA, FL, 34231

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing TONY GOMES
Valid signature Filed with authorized/valid electronic signature
ADVANCE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST 2020 412162479 2021-10-07 ADVANCE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 9414518512
Plan sponsor’s address 2520 N.TAMIAMI TRAIL, NOKOMIS, FL, 34275

Signature of

Role Plan administrator
Date 2021-10-07
Name of individual signing TONY GOMES
Valid signature Filed with authorized/valid electronic signature
ADVANCE WEALTH MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2018 412162479 2019-06-05 ADVANCE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541990
Sponsor’s telephone number 9414518512
Plan sponsor’s address 2520 N TAMIAMI TRAIL, NOKOMIS, FL, 34275

Signature of

Role Plan administrator
Date 2019-06-05
Name of individual signing TONY GOMES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
QUIRK DONALD WMR. President 6721 SOUTHFORK, TITUSVILLE, FL, 32780
QUIRK DONALD WMR. Agent 6721 SOUTHFORK, TITUSVILLE, FL, 32780

Documents

Name Date
ANNUAL REPORT 2024-03-11
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-02-07
ANNUAL REPORT 2021-02-08
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-03-08
ANNUAL REPORT 2018-04-30
Domestic Profit 2017-06-21

Date of last update: 02 Mar 2025

Sources: Florida Department of State