Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-24-001064
Filing Date
2024-10-17
Accepted
2024-10-17 16:51:33
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-10-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1995
2 F_13F_SardWM_Q32024.html INFORMATION TABLE  
2 F_13F_SardWM_Q32024.xml INFORMATION TABLE 35549
  Complete submission text file 0001951757-24-001064.txt   38925
Mailing Address 5607 GLENRIDGE DRIVE SUITE 275, BUILDING II ATLANTA GA 30342
Business Address 5607 GLENRIDGE DRIVE SUITE 275, BUILDING II ATLANTA GA 30342 404-843-4483
SARD WEALTH MANAGEMENT GROUP, LLC (Filer) CIK: 0002010095 (see all company filings)

EIN.: 900956053 | State of Incorp.: GA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23700 | Film No.: 241378143