Every new Florida business filing, every dayBrian 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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See how it worksFlorida Division of Corporations (Sunbiz) · Entity L26000046303 · Retrieved April 24, 2026
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 Its domain was registered 7,054 days before filing, on September 25, 2006, through GoDaddy, and the website is outdated but confirmed to match the filing name and address, with a hybrid footprint.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.
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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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.
Bates Wealth Innovation Project was registered as FLAL on January 17, 2026 in Florida.
Bates Wealth Innovation Project is based in Miami, FL, 33131, in Miami-Dade County.
Bates Wealth Innovation Project is classified as a financial services business (wealth management).
According to the Florida Division of Corporations, Bates Wealth Innovation Project's current record status is "active".
No EIN was found on file for Bates Wealth Innovation Project at the time of registration.
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