Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001855205-25-000006
Filing Date
2025-02-10
Accepted
2025-02-10 16:36:45
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1985
2 cswm13f12312024.html INFORMATION TABLE  
2 cswm13f12312024.xml INFORMATION TABLE 598514
  Complete submission text file 0001855205-25-000006.txt   601695
Mailing Address 4555 LAKE FOREST DR. SUITE 410 CINCINNATI OH 45242
Business Address 4555 LAKE FOREST DR. SUITE 410 CINCINNATI OH 45242 513-483-6652
Cassady Schiller Wealth Management, LLC (Filer) CIK: 0001904425 (see all company filings)

EIN.: 261761853
Type: 13F-HR | Act: 34 | File No.: 028-21680 | Film No.: 25606221