Newport Private Wealth, LLC
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| Name: | Newport Private Wealth, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 20 Jun 2023 (2 years ago) |
| Identification Number: | 001759217 |
| ZIP code: | 02840 |
| City: | Newport |
| County: | Newport County |
| Purpose: | INVESTMENT ADVISORY SERVICES TO CLIENTS THROUGHOUT RHODE ISLAND AND SURROUNDING AREAS. |
| Principal Address: |
28 PELHAM ST UNIT 200, NEWPORT, RI, 02840, USA
|
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
| Name | Role | Address |
|---|---|---|
| TROY OCHOA | Agent | 20 LOCK LANE, PORTSMOUTH, RI, 02871, USA |
| Number | Name | File Date |
|---|---|---|
| 202460568920 | Annual Report | 2024-10-10 |
| 202455400750 | Annual Report | 2024-06-06 |
| 202338536110 | Articles of Organization | 2023-06-20 |
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Date of last update: 17 Jul 2025
Sources: Rhode Island Department of State