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Wealth and Risk Management Company, Inc.

Company Details

Name: Wealth and Risk Management Company, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 01 Mar 2016 (9 years ago)
Identification Number: 001660917
ZIP code: 02889
County: Kent County
Principal Address: 106-1 CHANNEL VIEW DRIVE, WARWICK, RI, 02889, USA
Purpose: INSURANCE, FINANCIAL SERVICES AND SECURITIES Title: 7-1.2-1701

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
WILLIAM T. GEORGE Agent 645 PUTNAM PIKE, GREENVILLE, RI, 02828, USA

PRESIDENT

Name Role Address
JOHN H. SULYMA SR. PRESIDENT 106-1 CHANNEL VIEW DRIVE WARWICK, RI 02889 USA

Filings

Number Name File Date
202451152310 Annual Report 2024-04-15
202331213090 Annual Report 2023-03-14
202210741230 Annual Report 2022-02-11
202193449770 Annual Report 2021-03-01
202034742590 Annual Report 2020-02-18
201988193180 Annual Report 2019-03-04
201860270390 Annual Report 2018-03-12
201738323160 Annual Report 2017-03-20
201693438420 Articles of Incorporation 2016-03-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5073148404 2021-02-07 0165 PPS 10 Lace Cir, Cranston, RI, 02921-3545
Loan Status Date 2022-03-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 23962.5
Loan Approval Amount (current) 23962.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Cranston, PROVIDENCE, RI, 02921-3545
Project Congressional District RI-02
Number of Employees 6
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 24092.3
Forgiveness Paid Date 2021-08-24
3937147200 2020-04-27 0165 PPP 10 LACE CIR, CRANSTON, RI, 02921-3545
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13375
Loan Approval Amount (current) 13375
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CRANSTON, PROVIDENCE, RI, 02921-3545
Project Congressional District RI-02
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 13498.35
Forgiveness Paid Date 2021-03-30

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State