Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001921304-25-000003
Filing Date
2025-04-25
Accepted
2025-04-25 15:11:10
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1928
2 q125swm13f.html INFORMATION TABLE  
2 q125swm13f.xml INFORMATION TABLE 265081
  Complete submission text file 0001921304-25-000003.txt   268196
Mailing Address 199 BROAD STREET RED BANK NJ 07701
Business Address 199 BROAD STREET RED BANK NJ 07701 732-542-1565
Smallwood Wealth Investment Management, LLC (Filer) CIK: 0001921304 (see all company filings)

EIN.: 821589693 | State of Incorp.: NJ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22400 | Film No.: 25873184