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KLR WEALTH MANAGEMENT, LLC

Company Details

Name: KLR WEALTH MANAGEMENT, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Dissolved
Date of Organization in Rhode Island: 02 Jul 2002 (23 years ago)
Date of Dissolution: 30 Dec 2024 (4 months ago)
Date of Status Change: 30 Dec 2024 (4 months ago)
Identification Number: 000125681
ZIP code: 02904
County: Providence County
Principal Address: 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA
Purpose: TO PROVIDE FINANCIAL ADVISORY SERVICES.
Historical names: KLR Advisors Holding, LLC
KLR Financial Advisors, LLC

Industry & Business Activity

NAICS

523110 Investment Banking and Securities Dealing

This industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Learn more at the U.S. Census Bureau

Agent

Name Role Address
HENRY A. SILVA Agent 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA

Events

Type Date Old Value New Value
Name Change 2009-08-03 KLR Financial Advisors, LLC KLR WEALTH MANAGEMENT, LLC
Name Change 2003-08-13 KLR Advisors Holding, LLC KLR Financial Advisors, LLC

Filings

Number Name File Date
202451542670 Annual Report 2024-04-19
202330314680 Annual Report 2023-03-09
202330147080 Statement of Change of Registered/Resident Agent 2023-03-07
202212443600 Annual Report 2022-03-08
202101223630 Annual Report 2021-09-10
202055662620 Annual Report 2020-09-17
201917318260 Annual Report 2019-09-03
201876790240 Annual Report 2018-09-06
201751407320 Annual Report 2017-10-12
201608556720 Annual Report 2016-09-08

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State