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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
Principal Address: 30 LONGMEADOW ROAD, PORTSMOUTH, RI, 02871, USA
Purpose: WEALTH MANAGEMENT

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
201985457500 Annual Report 2019-01-28
201754641000 Articles of Incorporation 2017-12-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2288257105 2020-04-10 0165 PPP 30 Long Meadow Rd, PORTSMOUTH, RI, 02871-1310
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29700
Loan Approval Amount (current) 29700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33209
Servicing Lender Name Berkshire Bank
Servicing Lender Address 99 North St, PITTSFIELD, MA, 01201-5114
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PORTSMOUTH, NEWPORT, RI, 02871-1310
Project Congressional District RI-01
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 33209
Originating Lender Name Berkshire Bank
Originating Lender Address PITTSFIELD, MA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 29971.78
Forgiveness Paid Date 2021-04-08

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State