| Name: | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 08 Apr 2002 (23 years ago) |
| Identification Number: | 000124090 |
| ZIP code: | 02920 |
| County: | Providence County |
| Purpose: | INVESTMENT ADVISORY BUSINESS |
| Fictitious names: |
Eliot Rose Wealth Management, LLC (trading name, 2016-03-31 - 2022-03-17) |
| Historical names: |
ELIOT ROSE ASSET MANAGEMENT, LLC |
| Principal Address: |
1000 CHAPEL VIEW BOULEVARD SUITE 240, CRANSTON, RI, 02920, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| SUSAN LEACH DEBLASIO, ESQ. | Agent | ADLER POLLOCK & SHEEHAN P.C. ONE CITIZENS PLAZA 8TH FLOOR, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| GARY S SIPERSTEIN | MANAGER | 130 JOSEPH COURT WARWICK, RI 02886 USA |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2022-03-18 | ELIOT ROSE ASSET MANAGEMENT, LLC | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Merged | 2006-01-01 | Tapestry Capital Management, LLC on | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Number | Name | File Date |
|---|---|---|
| 202452936540 | Annual Report | 2024-04-29 |
| 202332742580 | Annual Report | 2023-04-11 |
| 202216363030 | Annual Report | 2022-04-29 |
| 202213058560 | Articles of Amendment | 2022-03-18 |
| 202213045830 | Statement of Abandonment of Use of Fictitious Business Name | 2022-03-17 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State
