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BRASS TAX WEALTH MANAGEMENT, INC Info

BRASS TAX WEALTH MANAGEMENT, INC info

BRASS TAX WEALTH MANAGEMENT, INC (SEC CIK 2002603) first filed with the SEC on 2024-07-31 (Form 13F-HR) and has filed 11 times since, including 7 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 4755 CORNELL ROAD, CINCINNATI, OH, 45241.

  • Name: Value BRASS TAX WEALTH MANAGEMENT, INC.
  • SEC CIK: Value 2002603.
  • State of organization: Value OH.
  • Business address: Value 4755 CORNELL ROAD, CINCINNATI, OH, 45241.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameBRASS TAX WEALTH MANAGEMENT, INC
SEC CIK2002603
State of organizationOH
Business address4755 CORNELL ROAD, CINCINNATI, OH, 45241
Mailing address4755 CORNELL ROAD, CINCINNATI, OH, 45241
Phone5137914575
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-07-31 (Form 13F-HR)
Latest SEC filing2025-11-14 (Form 13F-HR)
Filings on EDGAR11
First Form 13F-HR2024-07-31 (quarter ended 2024-03-31)
Latest Form 13F-HR2025-11-14 (quarter ended 2025-09-30)
Form 13F-HR filings7

Filings by Form

FormFilingsLatest
13F-HR72025-11-14
N-PX22025-08-11
13F-HR/A22025-04-29

Filings by Year

YearFilingsForm 13F-HR
202564
202453

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