Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001689829-25-000002
Filing Date
2025-05-15
Accepted
2025-05-15 12:18:17
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1975
2 CTWM 13F 1Q2025 ctwm1q202513f.html INFORMATION TABLE  
2 CTWM 13F 1Q2025 ctwm1q202513f.xml INFORMATION TABLE 161154
  Complete submission text file 0001689829-25-000002.txt   164353
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)

EIN.: 272807213 | State of Incorp.: CT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17557 | Film No.: 25950549