ADVISEWELL, INC. is a South Dakota nonprofit corporation, registered on October 27, 2015. It is based at 8440 JEFFERSON HIGHWAY, SUITE 101, BATON ROUGE, LA, 70809. The company has since been marked revoked on the South Dakota register and is registered under company number FN030477. Public records for the company include 1 SoS registration, 3 federal contracts and 1 non-profit filing. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | ADVISEWELL, INC. |
|---|---|
| Principal address | 8440 JEFFERSON HIGHWAY, SUITE 101BATON ROUGE70809LAUnited States |
| Registration state | South Dakota |
| Status | Revoked |
| Formed in | Louisiana (foreign registration) |
| Home company | ADVISEWELL, INC. · Active |
| Registered | 27 October 2015 (almost 11 years ago) |
| Entity type | Nonprofit corporation |
| Standing | not compliant |
| Company number | FN030477 |
| EIN | 72-1081340 |
| Employees (modeled) | ≈20 employees2024 |
| Registered agent | COGENCY GLOBAL INC |
|---|
| Source registry | South Dakota Secretary of State · updated 15 June 2026 |
|---|
| Public records | 1 SoS registration |
|---|
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| Est. revenue (modeled) | $3.7M2024 |
|---|---|
| Nonprofit | Yes · IRS exempt-org record |
| IRS exempt status | 501(c)(3) · ruled February 1989 · contributions deductible |
| NTEE category | E00B · Health care |
| Revenue (IRS) | $2,662,756 · tax year 2024 |
| Assets (IRS) | $15,026,836 · tax year 2024 |
| Federal contracts | $26.9M · 36 awards |
| Total obligated | $26.9M |
|---|---|
| Awards | 36 |
| Top agency | Department of Health and Human Services |
| Action date | Agency | Obligated | |
|---|---|---|---|
| 2023-01-12 | Department of Health and Human Services | $-16286.55 | |
| 2021-12-09 | Department of Health and Human Services | $0 | |
| 2021-12-07 | Department of Health and Human Services | $-375948.4 | |
| 2014-07-31 | Department of Health and Human Services | $0 | |
| 2014-05-27 | Department of Health and Human Services | $35K | |
| 2014-03-06 | Department of Health and Human Services | $0 | |
| 2014-01-30 | Department of Health and Human Services | $0 | |
| 2013-02-25 | Department of Health and Human Services | $0 | |
| 2013-01-24 | Department of Health and Human Services | $0 | |
| 2013-01-03 | Department of Health and Human Services | $0 | |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| South DakotaTHIS | ADVISEWELL, INC. | 2015-10-27 | COGENCY GLOBAL INC | — | Revoked | |
Filing ID FN030477 Jurisdiction Foreign · Nonprofit corporationFormed in Louisiana Principal address 8440 JEFFERSON HIGHWAY, SUITE 101, BATON ROUGE, LA, 70809 Registered agent COGENCY GLOBAL INC326 N MADISON AVE, PIERRE, SD, 57501-2629 Officers Not reported | ||||||
| Arkansas | ADVISEWELL, INC. | 2015-09-15 | COGENCY GLOBAL INC | JEFF COCOOfficerDENIS MUCKELROYOfficer2 more | Revoked | |
| Georgia | advisewell, inc. | 2025-11-19 | Cogency Global Inc | larry mitchumOfficercharles jouandotOfficer1 more | Active | |
| Georgia | AdviseWell, Inc. | 2015-08-25 | Cogency Global Inc | G. Larry MitchumOfficerMichael FuselierOfficer1 more | Revoked | |
| Kansas | ADVISEWELL, INC. | 2015-09-29 | COGENCY GLOBAL INC | — | Suspended | |
| Louisiana | ADVISEWELL, INC. | 1986-09-19 | BRET CLESI | Bret ClesiDirectorPatrick BurnsDirector2 more | Active | |
| Mississippi | AdviseWell, Inc. | 1997-04-08 | Cogency Global Inc | Bret ClesiDirectorCharles JouandotDirector2 more | Active | |
| New Hampshire | ADVISEWELL, INC. | 2016-02-04 | COGENCY GLOBAL INC | GLEN J. GOLEMIOfficerCharles JouandotDirector, Officer4 more | Suspended | |
| Ohio | ADVISEWELL, INC. | 2015-10-02 | COGENCY GLOBAL INC | — | Active | |
| Oklahoma | ADVISEWELL, INC. | 2015-09-03 | COGENCY GLOBAL INC | — | Active | |
| Rhode Island | AdviseWell, Inc. | 2011-12-05 | COGENCY GLOBAL INC | — | Revoked | |
| Texas | AdviseWell, Inc. | 2013-02-15 | COGENCY GLOBAL INC | Edie CastelloOfficerLeo StanleyDirector | Active | |
| Vermont | ADVISEWELL, INC. | 2024-04-03 | COGENCY GLOBAL INC | Bret ClesiDirectorLarry MitchumDirector2 more | Active | |
| Wisconsin | ADVISEWELL, INC. | 2018-05-21 | COGENCY GLOBAL INC | — | Revoked | |
Companies and people linked to ADVISEWELL, INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
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Employee-benefit plan filings by ADVISEWELL, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈20 · plan year 2024 |
|---|---|
| Est. annual revenue (modeled) | $3.7M |
| Retirement plan assets | $4.6M |
| Benefit plans | No 401(k) on file |
| Filing history | 26 plan years filed, 1999–2024 |
| Sponsor EIN | 72-1081340 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2024 | ≈20 | 124 (18 active) | $4.6M | $3.7M | Pension | |
| 2023 | ≈14 | 142 (13 active) | $4.4M | $2.6M | Pension | |
| 2022 | ≈17 | 161 (15 active) | $4.4M | $2.7M | Pension | |
| 2021 | ≈12 | 382 (11 active) | $5.8M | $2.3M | Pension | |
| 2020 | ≈16 | 509 (14 active) | $9.1M | $3.1M | Pension | |
| 2019 | ≈19 | 627 (17 active) | $15.3M | $15.9M | Pension | |
| 2018 | ≈373 | 605 (336 active) | $15M | $70.3M | Pension | |
| 2017 | ≈367 | 570 (330 active) | $17M | $71.6M | Pension | |
| 2016 | ≈754 | 679 (679 active) | $14.2M | $99.8M | Pension | |
| 2015 | ≈663 | 597 (597 active) | $14M | $38.6M | Pension | |
Federal court records load when you reach this section.
Companies adjacent to ADVISEWELL, INC. in the South Dakota Secretary of State register, in alphabetical order.
13 companies are registered at 8440 JEFFERSON HIGHWAY, SUITE 101, BATON ROUGE — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-17. Document getpalm-companies/4933-3945-9615.