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RIVERSTONE WEALTH MANAGEMENT, INC.

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Company Details

Name: RIVERSTONE WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 26 Mar 2012 (13 years ago)
Entity Number: 4221809
ZIP code: 12572
County: Dutchess
Place of Formation: New York
Address: 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
MICHELLE MARTIN Chief Executive Officer 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572

DOS Process Agent

Name Role Address
RIVERSTONE WEALTH MANAGEMENT, INC. DOS Process Agent 108 MONTGOMERY ST, RHINEBECK, NY, United States, 12572

Form 5500 Series

Employer Identification Number (EIN):
455269632
Plan Year:
2024
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:

History

Start date End date Type Value
2017-02-07 2019-05-29 Address 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Chief Executive Officer)
2017-02-07 2019-05-29 Address 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Principal Executive Office)
2012-03-26 2019-05-29 Address 7 LIVINGSTON STREET, RHINEBECK, NY, 12572, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190529060169 2019-05-29 BIENNIAL STATEMENT 2018-03-01
170207006541 2017-02-07 BIENNIAL STATEMENT 2016-03-01
120326000400 2012-03-26 CERTIFICATE OF INCORPORATION 2012-03-26

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
41800.00
Total Face Value Of Loan:
41800.00
Date:
2016-07-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Obligated Amount:
0.00
Face Value Of Loan:
20000.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$41,800
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$41,800
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$42,238.61
Servicing Lender:
Rhinebeck Bank
Use of Proceeds:
Payroll: $41,800
Jobs Reported:
3
Initial Approval Amount:
$46,080
Date Approved:
2021-03-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$46,080
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$46,677.15
Servicing Lender:
New York Business Development Corporation
Use of Proceeds:
Payroll: $46,080

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State