Search icon

Veritas Wealth Management LLC

Company Details

Name: Veritas Wealth Management LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 19 May 2023 (2 years ago)
Identification Number: 001757755
ZIP code: 02852
County: Washington County
Principal Address: 1130 TEN ROD ROAD SUITE E-207, NORTH KINGSTOWN, RI, 02852, USA
Mailing Address: 1130 TEN ROD ROAD SUITE E -207, NORTH KINGSTOWN, RI, 02852, USA
Purpose: FINANCIAL PLANNING/INVESTMENTS & ADVICE
NAICS: 523930 - Investment Advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VERITAS WEALTH MANAGEMENT LLC 401(K) PLAN 2023 931446026 2024-06-18 VERITAS WEALTH MANAGEMENT LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 4012963606
Plan sponsor’s address 1130 TEN ROD ROAD, SUITE E207, NORTH KINGSTOWN, RI, 02852

Signature of

Role Plan administrator
Date 2024-06-18
Name of individual signing MICHAEL S ABBOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-18
Name of individual signing MICHAEL S ABBOOD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL ABBOOD Agent 1130 TEN ROD ROAD SUITE E-207, NORTH KINGSTOWN, RI, 02852, USA

MANAGER

Name Role Address
MICHAEL S ABBOOD MANAGER 1130 TEN ROD ROAD, SUITE E-207 NORTH KINGSTOWN, RI 02852 USA
THOMAS S ABBOOD MANAGER 1130 TEN ROD ROAD, SUITE E-207 NORTH KINGSTOWN, RI 02852 USA

Filings

Number Name File Date
202447622360 Annual Report 2024-03-01
202335823600 Articles of Organization 2023-05-19

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State