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