Every new Florida business filing, every dayGerardi 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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Florida Division of Corporations (Sunbiz) · Entity L26000020157 · Retrieved April 21, 2026
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
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Contact Information
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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.
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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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