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Finn Wealth Management, Inc.

Company Details

Name: Finn Wealth Management, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 03 Feb 2012 (13 years ago)
Identification Number: 000787684
ZIP code: 02842
County: Newport County
Purpose: WEALTH MANAGEMENT Title: 7-1.2-1701
Principal Address: Google Maps Logo 850 AQUIDNECK AVENUE STE. A4, MIDDLETOWN, RI, 02842, USA

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
CRISTINA M. OFFENBERG, ESQ. Agent 1100 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA

PRESIDENT

Name Role Address
JOHN M. FINN PRESIDENT 850 AQUIDNECK AVE., STE. A4 MIDDLETOWN, RI 02842 USA

TREASURER

Name Role Address
JOHN M. FINN TREASURER 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA

SECRETARY

Name Role Address
JOHN M. FINN SECRETARY 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA

VICE PRESIDENT

Name Role Address
JOHN M. FINN VICE PRESIDENT 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA

Filings

Number Name File Date
202457854740 Articles of Amendment 2024-07-11
202454238020 Annual Report 2024-05-13
202332997160 Annual Report 2023-04-14
202213061920 Annual Report 2022-03-18
202190532330 Annual Report 2021-02-09

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
43200
Current Approval Amount:
43200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
43640.28

Date of last update: 30 May 2025

Sources: Rhode Island Department of State