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AQUIDNECK WEALTH MANAGEMENT, LLC

Company Details

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
County: Newport County
Principal Address: 130 BELLEVUE AVENUE SUITE 304, NEWPORT, RI, 02840, USA
Mailing Address: 130 BELLEVUE AVE SUITE 304, NEWPORT, RI, 02840, USA
Purpose: WEALTH MANAGEMENT, AND INSURANCE SALES.

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
IAN S. GERRIOR Agent 130 BELLEVUE AVENUE SUITE 205, NEWPORT, RI, 02840, USA

Filings

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
202057271000 Annual Report 2020-09-23
201921805150 Annual Report 2019-09-30
201900721790 Annual Report 2019-07-01
201992600690 Revocation Notice For Failure to File An Annual Report 2019-05-13
201754260300 Annual Report 2017-11-30

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State