Materne Wealth Management, LLC
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| Name: | Materne Wealth Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 19 Oct 2021 (4 years ago) |
| Identification Number: | 001730895 |
| ZIP code: | 02806 |
| City: | Barrington |
| County: | Bristol County |
| Purpose: | WEALTH MANAGEMENT SERVICES |
| Mailing Address: |
6 DANA RD, BARRINGTON, RI, 02806, 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 |
|---|---|---|
| DAVID REID MATERNE | Agent | 6 DANA ROAD, BARRINGTON, RI, 02806, USA |
| Number | Name | File Date |
|---|---|---|
| 202447005730 | Annual Report | 2024-02-21 |
| 202330346140 | Annual Report | 2023-03-09 |
| 202213862590 | Annual Report | 2022-04-04 |
| 202103444420 | Articles of Organization | 2021-10-19 |
| 202562197280 | Annual Report | 2025-01-09 |
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Date of last update: 16 Jul 2025
Sources: Rhode Island Department of State