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RM WEALTH MANAGEMENT LLC

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Company Details

Name: RM WEALTH MANAGEMENT LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 25 Jan 2022 (3 years ago)
Identification Number: 001734962
ZIP code: 02818
City: East Greenwich
County: Kent County
Purpose: FINANCIAL ADVISORY
Principal Address: Google Maps Logo 650 MAIN STREET, EAST GREENWICH, RI, 02818, USA
Mailing Address: Google Maps Logo 265 ESSEX RD, NORTH KINGSTOWN, RI, 02852, 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
MEGAN LOGEE Agent 650 MAIN STREET, EAST GREENWICH, RI, 02818, USA

Form 5500 Series

Employer Identification Number (EIN):
874614894
Plan Year:
2024
Number Of Participants:
1
Sponsor's telephone number:
Plan Administrator / Signatory:
MEGAN LOGEE(Plan administrator)

Filings

Number Name File Date
202448837880 Annual Report 2024-03-19
202330434630 Annual Report 2023-03-10
202208576990 Articles of Organization 2022-01-25
202566124660 Annual Report 2025-03-04

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Date of last update: 17 Jul 2025

Sources: Rhode Island Department of State