Menu
Search icon

Rockbridge Wealth Management, Inc.

Details

Name: Rockbridge Wealth Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 30 May 2002 (22 years ago)
Entity Number: 000-223-237
Register Number: 000223237
Historical Names: CapTrust Financial Advisors of the Gulf Coast, Inc.
Veritas Wealth Management, Inc.
County: Baldwin
Place of Formation: Baldwin County
Principal Address: FAIRHOPE, AL
Registered Office Street Address: 9812 MILLWOOD CRDAPHNE, AL 36527
Registered Office Street Address ZIP Code: 36527
Authorized Capital: $3,000

Activities PROVIDE INVESTMENT ADVICE/FINANCIAL PLANNING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 810553790 2024-08-19 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 810553790 2023-10-04 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 810553790 2022-09-27 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 810553790 2021-07-26 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing DAMIAN BELL
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 810553790 2020-07-23 ROCKBRIDGE WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing DAMIAN BELL
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2018 810553790 2019-09-10 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527

Signature of
Role Plan administrator
Date 2019-09-10
Name of individual signing DAMIAN BELL
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 810553790 2019-08-28 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 810553790 2018-09-06 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2010 810553790 2011-08-08 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527

Plan administrator’s name and address
Administrator’s EIN 810553790
Plan administrator’s name ROCKBRIDGE WEALTH MANAGEMENT, INC.
Plan administrator’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
Administrator’s telephone number 2519903456

Signature of
Role Plan administrator
Date 2011-08-08
Name of individual signing AUTHORIZED SIGNER
ROCKBRIDGE WEALTH MANAGEMENT, INC. 401(K) PLAN 2009 810553790 2010-10-12 ROCKBRIDGE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-04-19
Business code 523120
Sponsor’s telephone number 2519903456
Plan sponsor’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527

Plan administrator’s name and address
Administrator’s EIN 810553790
Plan administrator’s name ROCKBRIDGE WEALTH MANAGEMENT, INC.
Plan administrator’s address 9812 MILLWOOD CIRCLE, DAPHNE, AL, 36527
Administrator’s telephone number 2519903456

Signature of
Role Plan administrator
Date 2010-10-12
Name of individual signing AUTHORIZED SIGNER

Agent

Name Role
BELL, DAMIAN M Agent

Incorporator

Name Role
BELL, DAMIAN M Incorporator
BAGGERLY, MARK L Incorporator

Events

Event Date Event Type Old Value New Value
2007-03-08 Name Change Veritas Wealth Management, Inc. Rockbridge Wealth Management, Inc.
2005-03-16 Name Change CapTrust Financial Advisors of the Gulf Coast, Inc. Veritas Wealth Management, Inc.

Related by officers

BELL, DAMIAN M

CapTrust Financial Advisors LLC Bell Real Estate, LLC

BAGGERLY, MARK L

Rockbridge Asset Management, L.L.C. Bell Real Estate, LLC

Related by address

FAIRHOPE, AL

ACS Leasing Co., Inc. Alabama Aircraft, Inc. Bama Jewelers, Inc. Baron's Motel & Restaurant, Inc. Barr-Hoffren Enterprises, Inc. Bay Hill, Inc. Bay Nautical Supply Co., Inc. Bayview Services, Inc. The Colony Shop, Inc. Crawford Beverage, Inc.

9812 MILLWOOD CRDAPHNE, AL 36527

Bell Real Estate, LLC

Date of last update: 02 Aug 2024

Sources: Alabama Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 alabamacompanysearch.com, Part of Big Data Integrated