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Plum Pointe Wealth Management, LLC

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Company Details

Name: Plum Pointe Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 27 Aug 2024 (9 months ago)
Identification Number: 001778288
ZIP code: 02903
County: Providence County
Principal Address: Google Maps Logo 225 DYER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA

Agent

Name Role Address
BRIAN S. DUNCKLEY Agent 225 DYER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202459086040 Articles of Organization 2024-08-27

USAspending Awards / Financial Assistance

Date:
2020-05-12
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
2.00
Total Face Value Of Loan:
17089.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
17087
Current Approval Amount:
17089
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
17310.68

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Date of last update: 16 May 2025

Sources: Rhode Island Department of State