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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001420506-23-000830
Filing Date
2023-05-03
Accepted
2023-05-02 19:53:58
Documents
2
Period of Report
2023-03-31
Effectiveness Date
2023-05-03

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2360
2 INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC (6017) Form13F_InfoTable.html INFORMATION TABLE  
2 INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC (6017) Form13F_InfoTable.xml INFORMATION TABLE 33569
  Complete submission text file 0001420506-23-000830.txt   37205
Mailing Address 1250 S PINE ISLAND RD STE 350 PLANTATION FL 33324
Business Address 1250 S PINE ISLAND RD STE 350 PLANTATION FL 33324 941-474-7100
LWM Advisory Services, LLC (Filer) CIK: 0001697716 (see all company filings)

IRS No.: 471045931 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22298 | Film No.: 23881225