| Name: | Beaulieu Wealth Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Revoked Entity |
| Date of Organization in Rhode Island: | 29 Oct 2015 (10 years ago) |
| Date of Dissolution: | 29 Dec 2020 (4 years ago) |
| Date of Status Change: | 29 Dec 2020 (4 years ago) |
| Identification Number: | 001657796 |
| ZIP code: | 02886 |
| County: | Kent County |
| Purpose: | FINANCIAL MANAGEMENT / OFFICE EXPENSE SHARING |
| Fictitious names: |
Beaulieu Financial Services (trading name, 2017-06-27 - ) |
| Principal Address: |
935 JEFFERSON BOULEVARD SUITE 2000, WARWICK, RI, 02886, USA
|
| Mailing Address: |
41 WESTFORD AVENUE, WARWICK, RI, 02889, 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 |
|---|---|---|
| JAMES J. BEAULIEU, ESQ. | Agent | 41 WESTFORD AVENUE, WARWICK, RI, 02889, USA |
| Name | Role | Address |
|---|---|---|
| JAMES J BEAULIEU | MANAGER | 41 WESTFORD AVENUE WARWICK, RI 02889 USA |
| Number | Name | File Date |
|---|---|---|
| 202082480480 | Revocation Certificate For Failure to File the Annual Report for the Year | 2020-12-29 |
| 202045695090 | Revocation Notice For Failure to File An Annual Report | 2020-07-20 |
| 201877561470 | Annual Report | 2018-09-17 |
| 201749036840 | Annual Report | 2017-09-01 |
| 201746571290 | Fictitious Business Name Statement | 2017-06-27 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State
