| 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 Advice |
| 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 |
Date of last update: 14 Oct 2024
Sources: Rhode Island Department of State
