| Name: | PPWM Holdings, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 Jul 2016 (9 years ago) |
| Identification Number: | 001665110 |
| ZIP code: | 02903 |
| County: | Providence County |
| Purpose: | Title: 7-1.2-1701 |
| Historical names: |
Opis Wealth Management, Ltd. PLUM POINTE WEALTH MANAGEMENT, LTD. |
| Principal Address: |
225 DYER STREET FLOOR 2, PROVIDENCE, RI, 02903, 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 |
|---|---|---|
| BRIAN SCOTT DUNCKLEY | PRESIDENT | 27 NORTH STREET WARWICK , RI 02886 USA |
| Name | Role | Address |
|---|---|---|
| BYRON L MCMASTERS | SECRETARY | 6 LAUREL LANE BARRINGTON, RI 02806 USA |
| Name | Role | Address |
|---|---|---|
| BRIAN S DUNCKLEY | OTHER OFFICER | 27 NORTH STREET WARWICK, 02886 UNI |
| Name | Role | Address |
|---|---|---|
| SCHOLHAMER BUSINESS LAW, LLC | Agent | 1481 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2024-08-26 | PLUM POINTE WEALTH MANAGEMENT, LTD. | PPWM Holdings, Inc. |
| Name Change | 2016-10-04 | Opis Wealth Management, Ltd. | PLUM POINTE WEALTH MANAGEMENT, LTD. |
| Number | Name | File Date |
|---|---|---|
| 202459062530 | Articles of Amendment | 2024-08-26 |
| 202455138950 | Annual Report | 2024-05-31 |
| 202336449340 | Annual Report | 2023-05-31 |
| 202217975520 | Annual Report | 2022-05-31 |
| 202197924750 | Annual Report | 2021-06-08 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State
