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Experience Your Wealth, LLC

Company Details

Name: Experience Your Wealth, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 12 Sep 2019 (6 years ago)
Identification Number: 001699906
ZIP code: 02809
County: Bristol County
Purpose: FEE-ONLY FINANCIAL PLANNING FIRM HELPING CLIENTS ALIGN THEIR MONEY WITH THEIR LIFE.
Principal Address: Google Maps Logo 35 BROOKWOOD ROAD, BRISTOL, RI, 02809, 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
JOHN NORTHRUP Agent 35 BROOKWOOD ROAD, BRISTOL, RI, 02809, USA

Filings

Number Name File Date
202445435250 Annual Report 2024-02-02
202341866950 Statement of Change of Registered/Resident Agent 2023-09-25
202341866860 Statement of Change of Registered/Resident Agent Office 2023-09-25
202327539340 Annual Report 2023-02-05
202208457910 Annual Report 2022-01-22

Trademarks

Serial Number:
90651384
Mark:
EXPERIENCE YOUR WEALTH
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-04-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
EXPERIENCE YOUR WEALTH

Goods And Services

For:
Financial services, namely, financial advice; Financial planning; Financial consulting; Financial planning, namely, creating personalized strategies for financing college education; Providing a website featuring financial advice
First Use:
2019-09-12
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State