David Willis, Manager
A financial advisory firm providing wealth management services to clients in Boca Raton, Florida.
Filed January 5, 2026 · Boca Raton, FL · Broward County
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Gerardi Wealth Management is a financial services business (FLAL) registered on January 5, 2026 with the Florida Division of Corporations. Its principal address is 2650 N MILITARY TRL, SUITE 150, Boca Raton, FL 33431. Broward County is its county of record. The filing lists David Willis as Manager.
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Gerardi Wealth Management was registered as FLAL on January 5, 2026 in Florida.
Gerardi Wealth Management's principal address on file is 2650 N MILITARY TRL, SUITE 150, Boca Raton, FL, 33431 in Broward County.
Gerardi Wealth Management is classified as a financial services business (wealth management).
According to the Florida Division of Corporations, Gerardi Wealth Management's current filing status is "active".
No EIN was found on file for Gerardi Wealth Management at the time of registration.
Based on the business category, these service providers typically target this type of business.