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RM WEALTH MANAGEMENT LLC

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
County: Kent County
Principal Address: 650 MAIN STREET, EAST GREENWICH, RI, 02818, USA
Mailing Address: 265 ESSEX RD, NORTH KINGSTOWN, RI, 02852, USA
Purpose: FINANCIAL ADVISORY

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

Filings

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

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State