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NEWPORT WEALTH MANAGEMENT, INC.

Company Details

Name: NEWPORT WEALTH MANAGEMENT, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 06 Dec 2017 (7 years ago)
Identification Number: 001679419
ZIP code: 02871
County: Newport County
Purpose: WEALTH MANAGEMENT
Principal Address: Google Maps Logo 30 LONGMEADOW ROAD, PORTSMOUTH, RI, 02871, USA

Industry & Business Activity

NAICS

523920 Portfolio Management

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau

Agent

Name Role Address
ERIC P. CHAPPELL Agent 171 CHASE ROAD P.O. BOX 8, PORTSMOUTH, RI, 02871, USA

PRESIDENT

Name Role Address
JOHN C FARLEY PRESIDENT 30 LONGMEADOW ROAD PORTSMOUTH, RI 02871 USA

Filings

Number Name File Date
202446771050 Annual Report 2024-02-16
202328759440 Annual Report 2023-02-16
202210979750 Annual Report 2022-02-15
202187725260 Annual Report 2021-01-22
202033366670 Annual Report 2020-01-29

USAspending Awards / Financial Assistance

Date:
2020-04-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
29700.00
Total Face Value Of Loan:
29700.00

Paycheck Protection Program

Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
29700
Current Approval Amount:
29700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
29971.78

Date of last update: 12 May 2025

Sources: Rhode Island Department of State