Every new Colorado filing, every dayFinancial ServicesFinancial Planning & Investment ManagementActiveVerified
Personal Benefit
SHARLA DAE ROUNTREE, Registered Agent
Personal Benefit Advisory, Inc operates as Personal Benefit, a financial planning and investment management firm based in Lakewood, Colorado. The company offers personalized financial planning and investment management services to help clients reach their goals at any life stage. Their website lists the same address and phone number as the LLC filing, confirming the match.
Filed August 4, 2025 · Lakewood, CO
Find new financial services businesses in Lakewood, then launch a cold email campaign built for you.
Every new Colorado filing, every day
See how it worksAbout Personal Benefit
Personal Benefit is a financial services business (Corp) registered on August 4, 2025 with the Colorado Division of Corporations. The business is located in Lakewood, Colorado 80215. The filing lists SHARLA DAE ROUNTREE as Registered Agent.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
SubcategoryFinancial Planning & Investment Management
Contact Information
Start Free TrialVerified contact details are included with a free trial.
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Start Free TrialDomain and website data is included with a free trial.
Document Timeline
Filing timeline will be available soon.
Frequently Asked Questions
When was Personal Benefit registered?
Personal Benefit was registered as Corp on August 4, 2025 in Colorado.
Where is Personal Benefit located?
Personal Benefit is based in Lakewood, CO, 80215.
What type of business is Personal Benefit?
Personal Benefit is classified as a financial services business (financial planning & investment management).
Does Personal Benefit have an EIN on file?
No EIN was found on file for Personal Benefit at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
InsuranceWeb DesignerAccounting
Turn fresh financial services businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›