AQUIDNECK WEALTH MANAGEMENT, LLC
Share on:
| Name: | AQUIDNECK WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 06 May 2009 (16 years ago) |
| Identification Number: | 000506660 |
| ZIP code: | 02840 |
| City: | Newport |
| County: | Newport County |
| Purpose: | WEALTH MANAGEMENT, AND INSURANCE SALES. |
| Principal Address: |
130 BELLEVUE AVENUE SUITE 304, NEWPORT, RI, 02840, USA
|
| Mailing Address: |
130 BELLEVUE AVE SUITE 304, NEWPORT, RI, 02840, 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 |
|---|---|---|
| IAN S. GERRIOR | Agent | 130 BELLEVUE AVENUE SUITE 205, NEWPORT, RI, 02840, USA |
| Number | Name | File Date |
|---|---|---|
| 202455512570 | Annual Report | 2024-06-10 |
| 202338666880 | Annual Report | 2023-06-26 |
| 202337268120 | Revocation Notice For Failure to File An Annual Report | 2023-06-16 |
| 202209677100 | Annual Report | 2022-02-08 |
| 202101462390 | Annual Report | 2021-09-14 |
This company hasn't received any reviews.
Date of last update: 12 Jul 2025
Sources: Rhode Island Department of State