BT Wealth Management LLC info
BT Wealth Management LLC (SEC CIK 1767863) first filed with the SEC on 2019-02-15 (Form 13F-HR) and has filed 16 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in GA and registered at RIVERWOOD 200, 3300 RIVERWOOD PKWY #1075, ATLANTA, GA, 30339.
- Name: Value BT Wealth Management LLC.
- SEC CIK: Value 1767863.
- State of organization: Value GA.
- Business address: Value RIVERWOOD 200, 3300 RIVERWOOD PKWY #1075, ATLANTA, GA, 30339.
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
| Field | Value |
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| Name | BT Wealth Management LLC |
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| SEC CIK | 1767863 |
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| State of organization | GA |
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| Business address | RIVERWOOD 200, 3300 RIVERWOOD PKWY #1075, ATLANTA, GA, 30339 |
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| Mailing address | RIVERWOOD 200, 3300 RIVERWOOD PKWY #1075, ATLANTA, GA, 30339 |
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| Phone | 7708240632 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2019-02-15 (Form 13F-HR) |
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| Latest SEC filing | 2022-07-26 (Form 13F-HR/A) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2019-02-15 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2022-07-15 (quarter ended 2022-06-30) |
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| Form 13F-HR filings | 15 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2022 | 4 | 3 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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