Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001689829-25-000001
Filing Date
2025-02-18
Accepted
2025-02-18 09:44:11
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2024
2 CTWM 13F 4Q2024 ctwm4q202413f.html INFORMATION TABLE  
2 CTWM 13F 4Q2024 ctwm4q202413f.xml INFORMATION TABLE 164284
  Complete submission text file 0001689829-25-000001.txt   167539
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.: 25633107