HOLISTIC ASSET MANAGEMENT, LLC
Active Foreign Limited Liability Company, filed January 24, 2011 in Miami, FL. 1 officer.
Key facts
It has been on Florida's register for 15 years. It changed its name twice, most recently in 2021. Its most recent annual reports are for 2025 and 2026.
- Status
What does Active mean?
The Florida Division of Corporations lists this entity as active. To stay active, it must file an annual report with the state every year.
Sunbiz.org is the official and most current record. A recent status change may not show here until the state's next quarterly data update.
- Active
- Filing type
What does Foreign Limited Liability Company mean?
A limited liability company (LLC) formed in another state or country and registered to do business in Florida.
- Foreign Limited Liability Company
- Filed
- January 24, 2011
- Industry (estimated)
- Management Services
- Document number
- M11000000333
- FEI/EIN
- 274651109
- Last transaction
- July 7, 2021
- Added to our records
- January 25, 2011
- State/Country of incorporation
- DE
Industry is assigned by Sunbiz Daily from the business name using keyword rules and an AI model; it is not part of the state filing.
Location
SUITE 502
MIAMI, FL 33131
Registered Agent
MIAMI, FL 33131
Officers / Directors
| Name | Title | Address |
|---|---|---|
| HOLISTIC WM HOLDINGS, LLC (Corporation) | Othe | 800 BRICKELL AVENUE, MIAMI, FL, 33131 |
Filing history
-
Mar 18, 2026
2026 annual report filed
-
Apr 23, 2025
2025 annual report filed
-
Jul 7, 2021
LLC name change New name: HOLISTIC ASSET MANAGEMENT, LLC
-
Oct 22, 2014
LLC name change New name: ADCAP ASSET MANAGEMENT LLC
-
Jan 24, 2011
Filed with the State of Florida
History comes from the Florida Division of Corporations' event and annual-report records.
Management Services in Miami-Dade County
- 767 businesses classified as Management Services filed in Miami-Dade County in 2026 so far; 260 statewide so far in October
- 5.4 yrs median age of the 7,291 active companies classified as Management Services in Miami-Dade County
- 39% of Miami-Dade County companies in every industry filed in 2021 are still active (53,183 of 135,970)
Industry is classified from the business name by keyword rules and an AI model. Figures from Florida Division of Corporations records as of October 28, 2026.
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