| Name: | BALANCED WEALTH MANAGEMENT, LLC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 11 Sep 2003 (21 years ago) |
| Identification Number: | 000134641 |
| ZIP code: | 02818 |
| County: | Kent County |
| Principal Address: | 378 MAIN STREET SUITE 105, EAST GREENWICH, RI, 02818, USA |
| Purpose: | FINANCIAL SERVICES |
| NAICS: | 523930 - Investment Advice |
| Fictitious names: |
Golden Annuities (trading name, 2003-09-11 - ) |
| Historical names: |
Auclair & Partners Financial Services, LLC. |
| Name | Role | Address |
|---|---|---|
| ROBERT N. AUCLAIR | Agent | 52 CLUB CIRCLE, NORTH KINGSTOWN, RI, 02852, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2015-01-12 | Auclair & Partners Financial Services, LLC. | BALANCED WEALTH MANAGEMENT, LLC. |
| Number | Name | File Date |
|---|---|---|
| 202446012720 | Annual Report | 2024-02-08 |
| 202326400830 | Annual Report | 2023-01-23 |
| 202208431370 | Annual Report | 2022-01-21 |
| 202101171850 | Annual Report | 2021-09-09 |
| 202057021830 | Annual Report | 2020-09-22 |
| 201917232610 | Annual Report | 2019-09-03 |
| 201875104840 | Annual Report | 2018-08-21 |
| 201751193160 | Annual Report | 2017-10-09 |
| 201608370560 | Annual Report | 2016-09-06 |
| 201694126290 | Annual Report | 2016-03-10 |
Date of last update: 09 Oct 2024
Sources: Rhode Island Department of State
