John Rourke, MGMB
Wealthbox is a CRM platform for financial advisors, offering AI-powered tools to manage client relationships and workflows. The LLC 'WEALTHBOX ADVISORTECH, LLC' appears to be a related holding or specific entity, with officer John Rourke associated with the Wealthbox brand.
Filed April 20, 2026 · Providence, FL
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Wealthbox Advisortech is a financial services technology business (FORL) registered on April 20, 2026 with the Florida Division of Corporations. Its principal address is 50 PARK ROW W, 907, Providence, FL 02903. The filing lists John Rourke as MGMB.
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Wealthbox Advisortech was registered as FORL on April 20, 2026 in Florida.
Wealthbox Advisortech's principal address on file is 50 PARK ROW W, 907, Providence, FL, 02903.
Wealthbox Advisortech is classified as a financial services technology business (crm for financial advisors).
According to the Florida Division of Corporations, Wealthbox Advisortech's current filing status is "active".
Yes. Wealthbox Advisortech has a federal Employer Identification Number (EIN) registered with its filing.
Based on the business category, these service providers typically target this type of business.