Financial ServicesRetirement PlanningactiveVerified

Summit Wealth Strategy

Lauren Belle, Manager

Summit Wealth Strategy LLC is a boutique retirement planning firm based in St. Petersburg, FL, managed by Lauren Belle.

Filed May 22, 2026 · St Petersburg, FL · Pinellas County

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Source

Florida Division of Corporations (Sunbiz) · Entity L26000288483 · Retrieved May 30, 2026

Search the registry for L26000288483 ›JSON record ›

About Summit Wealth Strategy

SUMMIT WEALTH STRATEGY LLC filed in Florida on May 22, 2026, as an active retirement planning firm based in St Petersburg. Manager Lauren Belle owns the company and filed personally as the registered agent. The domain was registered on January 8, 2015, over 11 years before the filing, through GoDaddy, and the website was first seen 8 days after filing. No annual report or EIN is on file yet. We estimate revenue between $1 million and $10 million and 6 to 25 employees, with a brick-and-mortar footprint and a modern website built with WordPress using specific CSS settings.

  • Domain registered 11 years before the Florida filing, indicating an established web presence.
  • Owner Lauren Belle filed personally as the registered agent.
  • We estimate $1M-$10M revenue and 6-25 employees with a brick-and-mortar footprint.
  • Website is modern and built with WordPress, using custom CSS settings.
  • No annual report or EIN on file yet.
  • First seen 8 days after filing, suggesting quick activation.

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 3,461 new businesses registered in St Petersburg in May 2026, one of 14 financial services businesses.

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Filing Details

Entity NameSUMMIT WEALTH STRATEGY LLC
Entity TypeFLAL
Entity NumberL26000288483
Filing DateMay 22, 2026
Principal AddressLocked
City / State / ZipSt Petersburg, FL 33712
CountyPinellas
TimezoneEastern (ET)
EIN on FileNo
Registered AgentLAUREN
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 4152 days before filing · registrar GoDaddy
Website BuildModern · settings: css_print_method-internal, google_f
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 30, 2026 (8 days after filing)

Verified Business Profile

SubcategoryRetirement Planning

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

L
Lauren Belle
Manager
Address locked

Frequently Asked Questions

When was Summit Wealth Strategy registered?

Summit Wealth Strategy was registered as FLAL on May 22, 2026 in Florida.

Where is Summit Wealth Strategy located?

Summit Wealth Strategy is based in St Petersburg, FL, 33712, in Pinellas County.

What type of business is Summit Wealth Strategy?

Summit Wealth Strategy is classified as a financial services business (retirement planning).

Is Summit Wealth Strategy still active?

According to the Florida Division of Corporations, Summit Wealth Strategy's current record status is "active".

Does Summit Wealth Strategy have an EIN on file?

No EIN was found on file for Summit Wealth Strategy 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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Registered in the last 30 days

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+ 4 more in Pinellas County
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