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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
Principal Address: 35 BROOKWOOD ROAD, BRISTOL, RI, 02809, USA
Purpose: FEE-ONLY FINANCIAL PLANNING FIRM HELPING CLIENTS ALIGN THEIR MONEY WITH THEIR LIFE.

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
202102045790 Annual Report 2021-09-23
202058944020 Annual Report 2020-09-28
201919863010 Statement of Change of Registered/Resident Agent 2019-09-16
201919334880 Articles of Organization 2019-09-12

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State