| Name: | Ivy Wealth Management, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 06 Jul 2010 (15 years ago) |
| Identification Number: | 000542931 |
| ZIP code: | 02893 |
| County: | Kent County |
| Principal Address: | 1350 DIVISION RD SUITE 200, WEST WARWICK, RI, 02893, USA |
| Purpose: | INVESTMENT AND WEALTH MANAGEMENT PLANNING AND ADVISORY SERVICES AND ANY OTHER BUSINESS ALLOWED BY STATE LAW. Title: 7-1.2-1701 |
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 |
|---|---|---|
| BRADLEY M. INGEGNERI | Agent | 1350 DIVISION ROAD SUITE 200, WEST WARWICK, RI, 02893, USA |
| Name | Role | Address |
|---|---|---|
| BRADLEY M INGEGNERI | PRESIDENT | 25 PARTRIDGE RUN EAST GREENWICH, RI 02818 USA |
| Name | Role | Address |
|---|---|---|
| BRADLEY M INGEGNERI | TREASURER | 25 PARTRIDGE RUN EAST GREENWICH, RI 02818 USA |
| Name | Role | Address |
|---|---|---|
| BRADLEY M INGEGNERI | SECRETARY | 25 PARTRIDGE RUN EAST GREENWICH, RI 02818 USA |
| Number | Name | File Date |
|---|---|---|
| 202453443100 | Annual Report | 2024-04-30 |
| 202327224930 | Statement of Change of Registered/Resident Agent Office | 2023-02-02 |
| 202327224840 | Annual Report | 2023-02-01 |
| 202215204460 | Annual Report | 2022-04-19 |
| 202184514740 | Annual Report | 2021-01-06 |
| 202032501270 | Annual Report | 2020-01-16 |
| 201984817350 | Annual Report | 2019-01-21 |
| 201755317490 | Annual Report | 2017-12-23 |
| 201749312250 | Annual Report | 2017-09-07 |
| 201747839560 | Revocation Notice For Failure to File An Annual Report | 2017-07-27 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5341307002 | 2020-04-05 | 0165 | PPP | 1350 Division Street, WEST WARWICK, RI, 02893 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 14 Oct 2024
Sources: Rhode Island Department of State
