Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001214659-25-012283
Filing Date
2025-08-14
Accepted
2025-08-14 16:42:01
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2136
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 142114
  Complete submission text file 0001214659-25-012283.txt   145442
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.: 251220278