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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
NAICS: 523920 - Portfolio Management

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