Every new Florida business filing, every dayConcierge Financial Partners
Patrick J. Hart, Authorized Member
Concierge Financial Partners is a financial advisory firm based in Ponte Vedra, Florida, offering personalized wealth management and financial planning services. The firm's website emphasizes tailored investment strategies and comprehensive financial guidance for individuals and families, aiming to build confidence and clarity in their financial futures.
Filed June 30, 2026 · Ponte Vedra, FL · St. Johns County
Find new financial services businesses in Ponte Vedra, then launch a cold email campaign built for you.
Every new Florida filing, every day
See how it worksSource
Florida Division of Corporations (Sunbiz) · Entity L26000355010 · Retrieved July 9, 2026
About Concierge Financial Partners
CONCIERGE FINANCIAL PARTNERS, LLC filed in Florida on June 30, 2026, as a wealth management firm based in Ponte Vedra, Duval County. Its domain was registered about two and a half years earlier, on December 29, 2023, through GoDaddy. Authorized Member Patrick J. Hart filed personally as the registered agent. The website is built with FMG Suite, is modern, and confirmed to match the filing name and address. Two other entities share the same address. No annual report or EIN on file yet. We estimate revenue between $100K and $1M and 6 to 25 employees.
- Domain registered 914 days before filing, indicating early planning.
- Authorized Member Patrick J. Hart filed personally as registered agent.
- Website built with FMG Suite, modern and identity-confirmed.
- Two other entities share the same address.
- No annual report or EIN on file yet.
- We estimate revenue $100K-$1M and 6-25 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 23, 2026.
One of 60 new businesses registered in Ponte Vedra in June 2026, and the only financial services business registered there that month.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
Contact Information
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.
Officers / Authorized Persons
Frequently Asked Questions
When was Concierge Financial Partners registered?
Concierge Financial Partners was registered as FLAL on June 30, 2026 in Florida.
Where is Concierge Financial Partners located?
Concierge Financial Partners is based in Ponte Vedra, FL, 32081, in St. Johns County.
What type of business is Concierge Financial Partners?
Concierge Financial Partners is classified as a financial services business (wealth management).
Is Concierge Financial Partners still active?
According to the Florida Division of Corporations, Concierge Financial Partners's current record status is "active".
Does Concierge Financial Partners have an EIN on file?
No EIN was found on file for Concierge Financial Partners at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
Turn fresh financial services businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›