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FERRELL WEALTH MANAGEMENT, INC. - Florida Company Profile

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Company Details

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

FERRELL 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: 26 Feb 1996 (29 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2007 (18 years ago)
Document Number: P96000017267
FEI/EIN Number 593369118

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

Address: 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US
Mail Address: 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FERRELL JAMES W President 1400 W. FAIRBANKS AVE. SUITE 202, WINTER PARK, FL, 32789
FERRELL JAMES W Director 1400 W. FAIRBANKS AVE. SUITE 202, WINTER PARK, FL, 32789
FERRELL JAMES W Agent 1400 W. FAIRBANKS AVE., WINTER PARK, FL, 32789

Form 5500 Series

Employer Identification Number (EIN):
593369118
Plan Year:
2019
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
24
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
24
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2007-08-23 FERRELL WEALTH MANAGEMENT, INC. -
REGISTERED AGENT ADDRESS CHANGED 2007-07-02 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 -
NAME CHANGE AMENDMENT 2000-10-04 CFSE WEALTH MANAGEMENT, INC. -
CHANGE OF PRINCIPAL ADDRESS 1997-03-21 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 -
CHANGE OF MAILING ADDRESS 1997-03-21 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 -

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-01-04
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-11
ANNUAL REPORT 2015-01-14

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Date of last update: 03 Jun 2025

Sources: Florida Department of State