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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001689829-24-000005
Filing Date
2024-11-13
Accepted
2024-11-13 16:13:12
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-11-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1936
2 CTWM 13F 3Q2024 ctwm3q202413f.html INFORMATION TABLE  
2 CTWM 13F 3Q2024 ctwm3q202413f.xml INFORMATION TABLE 172738
  Complete submission text file 0001689829-24-000005.txt   175906
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.: 241454359