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Greenwich Bay Wealth Management, LLC

Company Details

Name: Greenwich Bay Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 May 2019 (6 years ago)
Identification Number: 001695969
ZIP code: 02818
County: Kent County
Purpose: INVESTMENT AND FINANCIAL BUSINESS PLANNING.
Principal Address: Google Maps Logo PO BOX 1001, EAST GREENWICH, RI, 02818, USA
Mailing Address: Google Maps Logo 233 MAIN STREET, EAST GREENWICH, RI, 02818, 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

Agent

Name Role Address
JAMES JOLY Agent 233 MAIN STREET, EAST GREENWICH, RI, 02818, USA

Filings

Number Name File Date
202449941180 Annual Report 2024-04-01
202334230850 Annual Report 2023-04-27
202217308940 Annual Report 2022-05-13
202217200460 Statement of Change of Registered/Resident Agent 2022-05-11
202212890710 Revocation Notice For Failure to Maintain a Registered Office 2022-03-15

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State