Every new Colorado business filing, every dayPersonal 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 · Jefferson County
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Colorado Secretary of State · Entity 20251857812 · Retrieved June 12, 2026
About Personal Benefit
Personal Benefit Advisory, Inc filed in Colorado on August 4, 2025, as a financial planning and investment management corporation. Owner Sharla Dae Rountree filed personally as the registered agent. The domain was registered 8,478 days before filing, on May 19, 2002, through NameCheap. The website was built with FMG Suite and matched the filing name and address. We estimate annual revenue between $1 million and $10 million and 6 to 25 employees. No annual report or EIN is on file yet.
- Domain registered 8,478 days before the Colorado filing.
- Owner Sharla Dae Rountree filed personally as the registered agent.
- Website built with FMG Suite and matched the filing name and address.
- We estimate revenue between $1 million and $10 million and 6 to 25 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 288 new businesses registered in Lakewood in August 2025, one of 2 financial services businesses.
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Filing Details
Verified Business Profile
Contact Information
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.
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, in Jefferson County.
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
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