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Cassady Schiller Wealth Management, LLC Info

Cassady Schiller Wealth Management, LLC info

Cassady Schiller Wealth Management, LLC (SEC CIK 1904425) first filed with the SEC on 2022-02-09 (Form 13F-HR) and has filed 15 times since, including 13 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 4555 LAKE FOREST DR., SUITE 410, CINCINNATI, OH, 45242.

  • Name: Value Cassady Schiller Wealth Management, LLC.
  • SEC CIK: Value 1904425.
  • State of organization: Value —.
  • Business address: Value 4555 LAKE FOREST DR., SUITE 410, CINCINNATI, OH, 45242.

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
NameCassady Schiller Wealth Management, LLC
SEC CIK1904425
State of organization
Business address4555 LAKE FOREST DR., SUITE 410, CINCINNATI, OH, 45242
Mailing address4555 LAKE FOREST DR., SUITE 410, CINCINNATI, OH, 45242
Phone513-483-6652
Fiscal year end
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-09 (Form 13F-HR)
Latest SEC filing2025-02-10 (Form 13F-HR)
Filings on EDGAR15
First Form 13F-HR2022-02-09 (quarter ended 2021-12-31)
Latest Form 13F-HR2025-02-10 (quarter ended 2024-12-31)
Form 13F-HR filings13

Filings by Form

FormFilingsLatest
13F-HR132025-02-10
13F-HR/A12023-05-16
N-PX12024-08-20

Filings by Year

YearFilingsForm 13F-HR
202511
202454
202354
202244

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