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UNIVERSAL WEALTH MANAGEMENT, LLC

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
Principal Address: 945 RESERVOIR AVENUE, CRANSTON, RI, 02910, USA
Mailing Address: 945 RESERVOIR AVENUE, CRANSTON, RI, 02920, USA
Purpose: PROVIDES FINANCIAL SERVICES,INVESTMENT MANAGEMENT AND INSURANCE SERVICES

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
202106008070 Revocation Notice For Failure to File An Annual Report 2021-12-03
202059424170 Annual Report 2020-09-30
201916130890 Annual Report 2019-08-29
201875337040 Annual Report 2018-08-23
201749564730 Annual Report 2017-09-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9443307709 2020-05-01 0165 PPP 945 Reservoir Avenue, Cranston, RI, 02910
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 186000
Loan Approval Amount (current) 63400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Cranston, PROVIDENCE, RI, 02910-0060
Project Congressional District RI-01
Number of Employees 13
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 64100.01
Forgiveness Paid Date 2021-06-15

Date of last update: 10 Oct 2024

Sources: Rhode Island Department of State