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Veritas Wealth Management LLC

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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
City: North Kingstown
County: Washington County
Purpose: FINANCIAL PLANNING/INVESTMENTS & ADVICE
Principal Address: Google Maps Logo 1130 TEN ROD ROAD SUITE E-207, NORTH KINGSTOWN, RI, 02852, USA
Mailing Address: Google Maps Logo 1130 TEN ROD ROAD SUITE E -207, 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
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

Form 5500 Series

Employer Identification Number (EIN):
931446026
Plan Year:
2024
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL S ABBOOD(Plan administrator)
MICHAEL S ABBOOD(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
0
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL S ABBOOD(Plan administrator)
MICHAEL S ABBOOD(Employer/plan sponsor)

Filings

Number Name File Date
202447622360 Annual Report 2024-03-01
202335823600 Articles of Organization 2023-05-19
202564256930 Annual Report 2025-02-07

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Date of last update: 17 Jul 2025

Sources: Rhode Island Department of State