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  5. Roseland Wealth Management, Inc.

Roseland Wealth Management, Inc.

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Company Details

Name: Roseland Wealth Management, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 20 Mar 2017 (8 years ago)
Identification Number: 001672003
ZIP code: 02916
City: Rumford
County: Providence County
Purpose: FINANCIAL ADVISOR
Principal Address: Google Maps Logo 20 NEWMAN AVENUE BUILDING 3 SUITE 3005-B, RUMFORD, RI, 02916, 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

Companies doing Investment advice

Agent

Name Role Address
STEVEN I. ROSENBAUM, ESQ. Agent BLISH & CAVANAGH LLP 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
AARON SIMON PRESIDENT 2 OVERLOOK ROAD BARRINGTON, RI 02806 USA

Form 5500 Series

Employer Identification Number (EIN):
820869355
Plan Year:
2020
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
4015338222
File:
View File
Plan Administrator / Signatory:
AARON SIMON(Plan administrator)
Plan Year:
2019
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
4015338222
File:
View File
Plan Administrator / Signatory:
AARON SIMON(Plan administrator)
Plan Year:
2018
Number Of Participants:
3
Sponsor's telephone number:
4015338222
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)
Plan Year:
2017
Number Of Participants:
0
Sponsor's telephone number:
4015338222
File:
View File
Plan Administrator / Signatory:
EDWARD ROJAS(Plan administrator)

Filings

Number Name File Date
202330741080 Certificate of Conversion 2023-03-13
202214398160 Annual Report 2022-04-04
202212960710 Statement of Change of Registered/Resident Agent Office 2022-03-16
202193060290 Annual Report 2021-02-24
202033688060 Annual Report 2020-02-03

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$53,100
Total Face Value Of Loan:
$53,100

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$53,100
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$53,100
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$53,529.23
Servicing Lender:
Mechanics Cooperative Bank
Use of Proceeds:
Payroll: $47,045
Utilities: $1,205
Rent: $4,850

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Date of last update: 15 Jul 2025

Sources: Rhode Island Department of State

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