0001921304-23-000004.txt : 20231031
0001921304-23-000004.hdr.sgml : 20231031
20231031140638
ACCESSION NUMBER: 0001921304-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231031
DATE AS OF CHANGE: 20231031
EFFECTIVENESS DATE: 20231031
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Smallwood Wealth Investment Management, LLC
CENTRAL INDEX KEY: 0001921304
IRS NUMBER: 821589693
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22400
FILM NUMBER: 231363886
BUSINESS ADDRESS:
STREET 1: 199 BROAD STREET
CITY: RED BANK
STATE: NJ
ZIP: 07701
BUSINESS PHONE: 732-542-1565
MAIL ADDRESS:
STREET 1: 199 BROAD STREET
CITY: RED BANK
STATE: NJ
ZIP: 07701
13F-HR
1
primary_doc.xml
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0001921304
XXXXXXXX
09-30-2023
09-30-2023
false
Smallwood Wealth Investment Management, LLC
199 Broad Street
Red Bank
NJ
07701
13F HOLDINGS REPORT
028-22400
000288663
801-110658
N
John L. Smallwood
CCO
732-542-1565
/s/ John L. Smallwood
Red Bank
NJ
10-31-2023
0
62
109880605
INFORMATION TABLE
2
infotable.xml
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ALPHABET INC
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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APPLE INC
COM
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AT&T INC
COM
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BOEING CO
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