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UNIVERSAL WEALTH MANAGEMENT, LLC

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Company Details

Name: UNIVERSAL WEALTH MANAGEMENT, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 10 Jan 2007 (18 years ago)
Identification Number: 000160912
ZIP code: 02910
County: Providence County
Purpose: PROVIDES FINANCIAL SERVICES,INVESTMENT MANAGEMENT AND INSURANCE SERVICES
Principal Address: Google Maps Logo 945 RESERVOIR AVENUE, CRANSTON, RI, 02910, USA
Mailing Address: Google Maps Logo 945 RESERVOIR AVENUE, CRANSTON, RI, 02920, USA

Agent

Name Role Address
KAREN EMMA Agent 25 RALLS DRIVE, CRANSTON, RI, 02920, USA

Manager

Name Role Address
KAREN EMMA Manager 25 RALLS DRIVE CRANSTON, RI 02920 USA

Filings

Number Name File Date
202444371810 Annual Report 2024-01-22
202326432840 Annual Report 2023-01-23
202221373400 Annual Report 2022-07-18
202218976580 Revocation Notice For Failure to File An Annual Report 2022-06-22
202107292540 Annual Report 2021-12-21

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
186000.00
Total Face Value Of Loan:
63400.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
186000
Current Approval Amount:
63400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
64100.01

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Date of last update: 28 May 2025

Sources: Rhode Island Department of State