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  5. Bates Wealth Innovation Project
Financial ServicesWealth ManagementactiveVerified

Bates Wealth Innovation Project

Brian G. Bates, Manager

Bates-Financial is a financial planning and wealth management firm serving clients in Ohio, California, and Florida. The website lists services including financial planning, insurance, employee benefits, and free insurance quotes. The firm has a team and contact information for multiple states.

Filed January 17, 2026 · Miami, FL · Miami-Dade County

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Source

Florida Division of Corporations (Sunbiz) · Entity L26000046303 · Retrieved April 24, 2026

Search the registry for L26000046303 ›JSON record ›

About Bates Wealth Innovation Project

Bates Wealth Innovation Project LLC filed in Florida on January 17, 2026, as an active wealth management firm based in Miami. The company was filed personally by its manager, Brian G. Bates, who also acts as registered agent. Its domain was registered 7,054 days before filing, on September 25, 2006, through GoDaddy, and the website is outdated but confirmed to match the filing name and address, with a hybrid footprint. No annual report or EIN on file yet. We estimate annual revenue between $500,000 and $2 million and 2 to 10 employees.

  • Domain registered 7,054 days before filing, indicating a long-standing online presence.
  • Filed personally by the owner-manager, who is also the registered agent.
  • Website identity confirmed, matching the filing name and address.
  • Outdated website with hybrid footprint suggests a mix of online and in-person services.
  • No annual report or EIN on file yet, common for a new filing.
  • Principal location in Miami's 33131 zip code, a financial district.

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 24, 2026.

One of 5,870 new businesses registered in Miami in January 2026, one of 92 financial services businesses.

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Filing Details

Entity NameBATES WEALTH INNOVATION PROJECT LLC
Entity TypeFLAL
Entity NumberL26000046303
Filing DateJanuary 17, 2026
Principal AddressLocked
City / State / ZipMiami, FL 33131
CountyMiami-Dade
TimezoneEastern (ET)
EIN on FileNo
Registered AgentBRIAN
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 7054 days before filing · registrar GoDaddy
Website BuildOutdated
Annual ReportNot yet filed
FootprintHybrid (estimate)
First Recorded by DayOneLeadApril 24, 2026 (97 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
Start Free TrialDomain and website data is included with a free trial.

Officers / Authorized Persons

B
Brian G. Bates
Manager
Address locked

Frequently Asked Questions

When was Bates Wealth Innovation Project registered?

Bates Wealth Innovation Project was registered as FLAL on January 17, 2026 in Florida.

Where is Bates Wealth Innovation Project located?

Bates Wealth Innovation Project is based in Miami, FL, 33131, in Miami-Dade County.

What type of business is Bates Wealth Innovation Project?

Bates Wealth Innovation Project is classified as a financial services business (wealth management).

Is Bates Wealth Innovation Project still active?

According to the Florida Division of Corporations, Bates Wealth Innovation Project's current record status is "active".

Does Bates Wealth Innovation Project have an EIN on file?

No EIN was found on file for Bates Wealth Innovation Project at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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