SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001689829-24-000003
Filing Date
2024-05-01
Accepted
2024-05-01 16:45:46
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2025
2 CTWM 13F FILING 1Q2024 CWM13FMay24.html INFORMATION TABLE  
2 CTWM 13F FILING 1Q2024 CWM13FMay24.xml INFORMATION TABLE 170594
  Complete submission text file 0001689829-24-000003.txt   173855
Mailing Address 281 FARMINGTON AVENUE FARMINGTON CT 06032
Business Address 281 FARMINGTON AVENUE FARMINGTON CT 06032 860-470-0290
Connecticut Wealth Management, LLC (Filer) CIK: 0001689829 (see all company filings)

IRS No.: 272807213 | State of Incorp.: CT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17557 | Film No.: 24903746