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. 0001993410-24-000001
Filing Date
2024-02-13
Accepted
2024-02-12 17:41:53
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2004
2 13F MAXWELL WEALTH 12.31.23 MaxwellWealth13F.html INFORMATION TABLE  
2 13F MAXWELL WEALTH 12.31.23 MaxwellWealth13F.xml INFORMATION TABLE 45305
  Complete submission text file 0001993410-24-000001.txt   48581
Mailing Address 7041 KOLL CENTER PARK WAY, SUITE 275 PLEASANTON CA 94566
Business Address 7041 KOLL CENTER PARK WAY, SUITE 275 PLEASANTON CA 94566 925-523-3189
Maxwell Wealth Strategies Inc. (Filer) CIK: 0001993410 (see all company filings)

IRS No.: 474537598 | State of Incorp.: CA | Fiscal Year End: 0930
Type: 13F-HR | Act: 34 | File No.: 028-23725 | Film No.: 24621587