WICKFORD WEALTH MANAGEMENT, LLC
Share on:
| Name: | WICKFORD WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Aug 2012 (13 years ago) |
| Identification Number: | 000792341 |
| ZIP code: | 02852 |
| City: | North Kingstown |
| County: | Washington County |
| Purpose: | FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND ANY OTHER LAWFUL PURPOSE. |
| Fictitious names: |
Wickford Wealth Management (trading name, 2016-05-24 - ) KOLB & COMPANY, LLC (trading name, 2012-09-06 - ) |
| Historical names: |
KACPWM, LLC KOLB WEALTH MANAGEMENT, LLC |
| Principal Address: |
16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852, 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 |
|---|---|---|
| JOSEPH E. KOLB | Agent | 16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2019-01-30 | KOLB WEALTH MANAGEMENT, LLC | WICKFORD WEALTH MANAGEMENT, LLC |
| Name Change | 2016-09-09 | KACPWM, LLC | KOLB WEALTH MANAGEMENT, LLC |
| Number | Name | File Date |
|---|---|---|
| 202444865490 | Annual Report | 2024-01-28 |
| 202330272980 | Annual Report | 2023-03-09 |
| 202221021400 | Annual Report | 2022-07-11 |
| 202218847600 | Revocation Notice For Failure to File An Annual Report | 2022-06-22 |
| 202102716690 | Annual Report | 2021-10-05 |
This company hasn't received any reviews.
Date of last update: 13 Jul 2025
Sources: Rhode Island Department of State