SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001420506-23-001905
Filing Date
2023-11-02
Accepted
2023-11-02 16:48:13
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2361
2 INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC (6690) Form13F_InfoTable.html INFORMATION TABLE  
2 INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC (6690) Form13F_InfoTable.xml INFORMATION TABLE 62241
  Complete submission text file 0001420506-23-001905.txt   65879
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.: 231373246