Search icon

Pinnacle Wealth Management, LLC

Company Details

Name: Pinnacle Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 17 Dec 2019 (5 years ago)
Identification Number: 001702764
ZIP code: 02886
County: Kent County
Purpose: FINANCIAL PLANNING & INVESTMENT MANAGEMENT PRACTICE
Principal Address: Google Maps Logo 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02886, USA
Mailing Address: Google Maps Logo 931 JEFFERSON BLVD SUITE 1000, WARWICK, RI, 02886, 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
RAYMOND W. GUTOWSKI Agent 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02886, USA

Form 5500 Series

Employer Identification Number (EIN):
844002919
Plan Year:
2023
Number Of Participants:
2
Plan Year:
2022
Number Of Participants:
1

Filings

Number Name File Date
202451954220 Annual Report 2024-04-22
202330033130 Annual Report 2023-03-06
202213962470 Annual Report 2022-04-05
202103852810 Annual Report 2021-10-25
201930312700 Articles of Organization 2019-12-17

USAspending Awards / Financial Assistance

Date:
2020-04-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State