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LLC · Florida registry

CBIZ WEALTH MANAGEMENT, LLC

LLC in Location not reported, Florida · Document #M10000004698 · Inactive

Record reference date: October 7, 2026

Details may be incomplete or outdated. “Not reported” means a usable value is unavailable.

About this record

CBIZ WEALTH MANAGEMENT, LLC is an inactive Florida foreign limited liability company filed on October 22, 2010 (document M10000004698). The last annual report on file is 2011.

Registration details

Status
InactiveRecord reference date: October 7, 2026
Entity type
Foreign Limited Liability Company
Filed
October 22, 2010Reported filing date
Document number
M10000004698
Registration jurisdiction
Florida
Principal city + ZIP
Florida registry 44131
Last annual report year
2011
FEI/EIN
27-2425242
Registered agent
Not reported
Home state
Delaware
Address
6050 OAK TREE BLVD., STE. 500, CLEVELAND, OH, 44131

Registered agent and officers

Names and roles are reported on filings; matching names do not establish identity or ownership.

What this status means / annual report due date

Florida reports inactive status. This describes the registration record; the exact effect depends on the entity type and reason recorded. A past listing does not establish current authority to operate.

Florida annual reports are generally due May 1, starting in the year after filing or the applicable effective date. Entity-specific exceptions and late-fee rules apply.

Additional business details

View historical details and available fields

Historical values may differ from the registration summary.

Record reference date: 2026-10-07

Directory details

Registration

Number
M10000004698
Status
Inactive
Home Jurisdiction
DE

Names

Legal
CBIZ WEALTH MANAGEMENT, LLC

Entity

Type
Foreign limited liability company

Addresses

Principal · Street 1
6050 OAK TREE BLVD., STE. 500
Principal · City
Cleveland
Principal · Region
OH
Principal · Postal Code
44131
Mailing · Street 1
6050 OAK TREE BLVD., SUITE 500
Mailing · City
Cleveland
Mailing · Region
OH
Mailing · Postal Code
44131
Officer 1 · Street 1
6050 OAK TREE BLVD., STE. 500
Officer 1 · City
Cleveland
Officer 1 · Region
OH
Officer 1 · Postal Code
44131

Dates

Registration
2010-10-22
Last Filing
2011-07-22

Identifiers

Fei
27-2425242

Coverage

More Than Six Officers
NoThis file supplies up to six officers. When additional officers are flagged, their names are not included in this source.

Annual Reports

1 · Year
2011
1 · Filed At
2011-04-08
2 · Year
2011
2 · Filed At
2011-04-08

Parties

Registered Agent · Kind
Person
Officer 1 · Role
Manager
Officer 1 · Kind
Person
Officer 1 · Name
GRISKO JEROME P

Additional reported values

Other reported details

Doc number
M10000004698
Status code
I
Filing type
FORL
Principal postal code
44131
Formation date
10222010
Fei number
272425242
Last transaction date
07222011
Formation jurisdiction
DE
Report year 1
2011
Report date 1
04082011
Report year 2
2011
Report date 2
04082011

Names and reported roles

Company name
CBIZ WEALTH MANAGEMENT, LLC

Addresses and locations

Principal address 1
6050 OAK TREE BLVD., STE. 500
Principal city
CLEVELAND
Principal state
OH

Mailing information

Mailing address 1
6050 OAK TREE BLVD., SUITE 500
Mailing city
CLEVELAND
Mailing state
OH
Mailing postal code
44131

Reported officers

More than six officers
N
Officer 1 title
MGR
Officer 1 type
P
Officer 1 name
GRISKO JEROME P
Officer 1 address
6050 OAK TREE BLVD., STE. 500
Officer 1 city
CLEVELAND
Officer 1 state
OH
Officer 1 postal code
44131

Registered agent information

Agent type
P

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All retained directory fields

Other reported details

Id
25115519
Slug
cbiz-wealth-management-llc-m10000004698
Entity type
Foreign Limited Liability Company
Entity class
llc
Is foreign
1
Registry
FL
Doc number
M10000004698
Filed on
2010-10-22
Status
Inactive
Is active
0
Domicile
DE
Principals
[{"r":"MGR","n":"GRISKO JEROME P"}]
Status known
1
Observed at
2026-10-18T19:58:37.555691+00:00

Addresses and locations

State
FL
City slug
location-not-reported
Address
6050 OAK TREE BLVD., STE. 500, CLEVELAND, OH, 44131
Zip
44131
Location state
OH

Names and reported roles

Name
CBIZ WEALTH MANAGEMENT, LLC
City name
Location not reported

Correct or remove this record.

Other companies with GRISKO JEROME P

All filings reporting this name

BusinessCityTypeFiledStatus
CBIZ PROPERTY TAX SOLUTIONS, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationJul 14, 2000Inactive
CBIZ WORKSITE SERVICES, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationOct 18, 2000Inactive
CBIZ VALUATION GROUP, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationDec 10, 2001Inactive
CBIZ RESTRUCTURING GROUP, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationJan 17, 2002Inactive
CBIZ FLEX, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationApr 28, 2003Inactive
CBIZ HARBORVIEW, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationSep 12, 2003Inactive
CBIZ GEBCORP INSURANCE, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationOct 28, 2004Inactive
NEXT RISK MANAGEMENT, INC.Boca Raton, FL · InactiveBoca Raton, FLCorporationNov 21, 1997Inactive
CBIZ MCCLAIN ACCOUNTING, TAX & ADVISORY, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationNov 12, 1998Inactive
CBIZ BUSINESS SOLUTIONS OF TAMPA BAY, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationDec 4, 1998Inactive

Other companies with GRISKO JEROME P

All filings reporting this name

BusinessCityTypeFiledStatus
CBIZ PROPERTY TAX SOLUTIONS, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationJul 14, 2000Inactive
CBIZ WORKSITE SERVICES, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationOct 18, 2000Inactive
CBIZ VALUATION GROUP, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationDec 10, 2001Inactive
CBIZ RESTRUCTURING GROUP, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationJan 17, 2002Inactive
CBIZ FLEX, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationApr 28, 2003Inactive
CBIZ HARBORVIEW, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationSep 12, 2003Inactive
CBIZ GEBCORP INSURANCE, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationOct 28, 2004Inactive
NEXT RISK MANAGEMENT, INC.Boca Raton, FL · InactiveBoca Raton, FLCorporationNov 21, 1997Inactive
CBIZ MCCLAIN ACCOUNTING, TAX & ADVISORY, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationNov 12, 1998Inactive
CBIZ BUSINESS SOLUTIONS OF TAMPA BAY, INC.Location not reported, FL · InactiveLocation not reported, FLCorporationDec 4, 1998Inactive