Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001993410-25-000001
Filing Date
2025-02-13
Accepted
2025-02-13 12:14:34
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2064
2 MAXWELL WEALTH 13F Q1.html INFORMATION TABLE  
2 MAXWELL WEALTH 13F Q1.xml INFORMATION TABLE 54876
  Complete submission text file 0001993410-25-000001.txt   58189
Mailing Address 7041 KOLL CENTER PARK WAY, SUITE 275 PLEASANTON CA 94566
Business Address 7041 KOLL CENTER PARK WAY, SUITE 275 PLEASANTON CA 94566 925-523-3189
Maxwell Wealth Strategies Inc. (Filer) CIK: 0001993410 (see all company filings)

EIN.: 474537598 | State of Incorp.: CA | Fiscal Year End: 0930
Type: 13F-HR | Act: 34 | File No.: 028-23725 | Film No.: 25618533