RIA Intelligence

MAXX WEALTH ADVISORS

CRD #332344 SEC #801-130849 BOCA RATON, FL 561-427-2424
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASELLA, GISELLEICHIEF COMPLIANCE OFFICERNA
CASELLA, GISELLEICHIEF COMPLIANCE OFFICERNA
CASELLA, GISELLEICHIEF COMPLIANCE OFFICERNA
CASELLA, GISELLEICHIEF COMPLIANCE OFFICERNA
KRETSCHMER, NOLAN, AISHAREHOLDERB
KRETSCHMER, NOLAN, AISHAREHOLDERB
KRETSCHMER, NOLAN, AISHAREHOLDERB
KRETSCHMER, WENDY, LOUISEICHIEF EXECUTIVE OFFICERB Control
KRETSCHMER, WENDY, LOUISEICHIEF EXECUTIVE OFFICERB Control
KRETSCHMER, WENDY, LOUISEICHIEF EXECUTIVE OFFICERB Control
KRETSCHMER, WENDY, LOUISEICHIEF EXECUTIVE OFFICERB Control
Kretschmer, NolanISHAREHOLDERB
RAPPAPORT, AMANDA, LISHAREHOLDERB
RAPPAPORT, AMANDA, LISHAREHOLDERB
RAPPAPORT, AMANDA, LISHAREHOLDERB
RAPPAPORT, KAILEY, ROBYNISHAREHOLDERB
RAPPAPORT, KAILEY, ROBYNISHAREHOLDERB
RAPPAPORT, KAILEY, ROBYNISHAREHOLDERB
RAPPAPORT, KAILEY, ROBYNISHAREHOLDERB
RAPPAPORT, NOELLE, AISHAREHOLDERB
RAPPAPORT, NOELLE, AISHAREHOLDERB
RAPPAPORT, NOELLE, AISHAREHOLDERB
Rappaport, AmandaISHAREHOLDERB
Rappaport, NoelleISHAREHOLDERB

Registrations

Federal

IA
Sep 11, 2024 REGISTERED

Notice Filings (4)

FL MI NJ OH

Address

225 NE MIZNER BLVD
STE 350
BOCA RATON, FL 33432
United States
Phone: 561-427-2424