Oak Leaf Wealth Management, Inc.
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| Name: | Oak Leaf Wealth Management, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 07 Dec 2020 (5 years ago) |
| Identification Number: | 001715966 |
| ZIP code: | 02896 |
| City: | North Smithfield |
| County: | Providence County |
| Purpose: | FINANCIAL ADVISORY PRACTICE |
| Principal Address: |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 02896, USA
|
NAICS
523930 Investment AdviceThis 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
| Name | Role | Address |
|---|---|---|
| RICHARD J. LAND | Agent | ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| JONATHAN SWEET | PRESIDENT | 598 GREAT ROAD NORTH SMITHFIELD, RI 02896 USA |
| Name | Role | Address |
|---|---|---|
| JONATHAN SWEET | TREASURER | 598 GREAT ROAD NORTH SMITHFIELD, RI 02896 USA |
| Name | Role | Address |
|---|---|---|
| JONATHAN SWEET | SECRETARY | 598 GREAT ROAD NORTH SMITHFIELD, RI 02896 USA |
| Name | Role | Address |
|---|---|---|
| JONATHAN SWEET | DIRECTOR | 598 GREAT ROAD NORTH SMITHFIELD, RI 02896 USA |
| Number | Name | File Date |
|---|---|---|
| 202452372320 | Annual Report | 2024-04-24 |
| 202329078810 | Annual Report | 2023-02-22 |
| 202214589720 | Annual Report | 2022-04-13 |
| 202078802450 | Articles of Incorporation | 2020-12-07 |
| 202574016090 | Annual Report | 2025-06-02 |
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Date of last update: 16 Jul 2025
Sources: Rhode Island Department of State