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Ballast Wealth Management, LLC

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Company Details

Name: Ballast Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Revocation
Date of Organization in Rhode Island: 01 Feb 2023 (2 years ago)
Date of Dissolution: 16 Jun 2025 (8 days ago)
Date of Status Change: 16 Jun 2025 (8 days ago)
Identification Number: 001752079
ZIP code: 02840
County: Newport County
Purpose: WEALTH MANAGEMENT SERVICES.
Principal Address: Google Maps Logo 174 BELLEVUE AVE STE 210, NEWPORT, RI, 02840, USA
Mailing Address: Google Maps Logo 174 BELLEVUE AVENUE SUITE 210, NEWPORT, RI, 02840, USA

Agent

Name Role Address
JULIANNE JOLY Agent 68 NARRAGANSETT AVE W, WAKEFIELD, RI, 02879, USA

Form 5500 Series

Employer Identification Number (EIN):
921914104
Plan Year:
2023
Number Of Participants:
0
Sponsors Telephone Number:

Filings

Number Name File Date
202455046750 Annual Report 2024-05-30
202327139090 Articles of Organization 2023-02-01
202575449220 Revocation Notice For Failure to File An Annual Report 2025-06-16

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Date of last update: 23 Jun 2025

Sources: Rhode Island Department of State