Financial ServicesWealth ManagementactiveVerified

Gerardi Wealth Management

David Willis, Manager

A financial advisory firm providing wealth management services to clients in Boca Raton, Florida.

Filed January 5, 2026 · Boca Raton, FL · Palm Beach County

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Source

Florida Division of Corporations (Sunbiz) · Entity L26000020157 · Retrieved April 21, 2026

Search the registry for L26000020157 ›JSON record ›

About Gerardi Wealth Management

GERARDI WEALTH MANAGEMENT, LLC is a Florida financial services firm filed on January 5, 2026, by manager David Willis. The registered agent is an individual named Vincent, not the owner or a formation service. The business is located in Boca Raton, Broward County. Its domain was registered 117 days before filing, on September 10, 2025, through GoDaddy. The modern website confirms the business identity. One other entity shares the same owner name. No annual report or EIN on file yet.

  • Domain registered 117 days before the Florida filing.
  • Registered agent is an individual named Vincent, not the owner.
  • One other entity shares the same owner name.
  • Modern website with confirmed identity.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research. Updated August 23, 2026.

One of 850 new businesses registered in Boca Raton in January 2026, one of 18 financial services businesses.

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Filing Details

Entity NameGERARDI WEALTH MANAGEMENT, LLC
Entity TypeFLAL
Entity NumberL26000020157
Filing DateJanuary 5, 2026
Principal AddressLocked
City / State / ZipBoca Raton, FL 33431
CountyPalm Beach
TimezoneEastern (ET)
EIN on FileNo
Registered AgentVINCENT
Agent AddressLocked
Filed ViaIndividual registered agent
WebsiteYes · domain registered 117 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Related Filings1 with the same owner name
First Recorded by DayOneLeadApril 21, 2026 (106 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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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.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

D
David Willis
Manager
Address locked

Frequently Asked Questions

When was Gerardi Wealth Management registered?

Gerardi Wealth Management was registered as FLAL on January 5, 2026 in Florida.

Where is Gerardi Wealth Management located?

Gerardi Wealth Management is based in Boca Raton, FL, 33431, in Palm Beach County.

What type of business is Gerardi Wealth Management?

Gerardi Wealth Management is classified as a financial services business (wealth management).

Is Gerardi Wealth Management still active?

According to the Florida Division of Corporations, Gerardi Wealth Management's current record status is "active".

Does Gerardi Wealth Management have an EIN on file?

No EIN was found on file for Gerardi Wealth Management at the time of registration.

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3 companies similar to Gerardi Wealth Management registered in Palm Beach County in the last 30 days

Acts FinancialLake Worth · Sep 11, 2026
Freedom Palm TradingBoca Raton · Sep 8, 2026
Vella AdvisoryBoca Raton · Sep 8, 2026
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