0001214659-17-003048.txt : 20170508
0001214659-17-003048.hdr.sgml : 20170508
20170508144852
ACCESSION NUMBER: 0001214659-17-003048
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170508
DATE AS OF CHANGE: 20170508
EFFECTIVENESS DATE: 20170508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tiedemann Wealth Management Holdings, LLC
CENTRAL INDEX KEY: 0001432976
IRS NUMBER: 753261129
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13689
FILM NUMBER: 17821788
BUSINESS ADDRESS:
STREET 1: 520 MADISON AVENUE
STREET 2: 26TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-396-5910
MAIL ADDRESS:
STREET 1: 520 MADISON AVENUE
STREET 2: 26TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
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0001432976
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03-31-2017
03-31-2017
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Tiedemann Wealth Management Holdings, LLC
520 Madison Avenue
26th Floor
New York
NY
10022
13F COMBINATION REPORT
028-13689
0001483232
028-13688
TIEDEMANN WEALTH MANAGEMENT, LLC
N
Kevin Moran
General Counsel
212-396-5910
/s/ Kevin Moran
New York
NY
05-08-2017
1
12
24795
1
0001483232
028-13688
TIEDEMANN WEALTH MANAGEMENT, LLC
INFORMATION TABLE
2
infotable.xml
Amazon Inc
COM
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SH
DFND
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230
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Consumer Staples Select Sector
SPDR
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DFND
1
0
59474
0
Deep Value ETF
DEEP VALUE ETF
26922A701
2466
91794
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DFND
1
0
91794
0
Energy Select Sector SPDR ETF
SBI INT-ENERGY
81369Y506
902
12900
SH
DFND
1
0
12900
0
First Trust Energy Income & Growth
COM
33738G104
3251
120490
SH
DFND
1
0
120490
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iShares Core S & P Midcap ETF
CORE S&P MCP ETF
464287507
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SH
DFND
1
0
12903
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iShares S&P 500 Growth Index Fund
500 GRWT ETF
464287309
3358
25528
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DFND
1
0
25528
0
iShares Core S&P TOT US
MKT ETF
464287150
473
8750
SH
DFND
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0
8750
0
JPMorgan Alerian MLP ETN
ALERIAN ML ETN
46625H365
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36581
SH
DFND
1
0
36581
0
Powershares FTSE Rafi US 1k
ETF
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61273
SH
DFND
1
0
61273
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Vanguard REIT
ETF
922908553
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7000
SH
DFND
1
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7000
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Wisdomtree Tr Japan Hedged Equity Fund
JAPN HEDGE EQT
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SH
DFND
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