Engrave Wealth Partners LLC Info

Engrave Wealth Partners LLC info

Engrave Wealth Partners LLC (SEC CIK 1806222) first filed with the SEC on 2020-03-12 (Form 13F-HR) and has filed 17 times since, including 17 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 1725 HUGHES LANDING BLVD., SUITE 880, THE WOODLANDS, TX, 77380.

Name: Value Engrave Wealth Partners LLC.
SEC CIK: Value 1806222.
State of organization: Value TX.
Business address: Value 1725 HUGHES LANDING BLVD., SUITE 880, THE WOODLANDS, TX, 77380.

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
Name	Engrave Wealth Partners LLC
SEC CIK	1806222
State of organization	TX
Business address	1725 HUGHES LANDING BLVD., SUITE 880, THE WOODLANDS, TX, 77380
Mailing address	1725 HUGHES LANDING BLVD., SUITE 880, SPRING, TX, 77380
Phone	2816165935
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2020-03-12 (Form 13F-HR)
Latest SEC filing	2024-01-16 (Form 13F-HR)
Filings on EDGAR	17
First Form 13F-HR	2020-03-12 (quarter ended 2019-12-31)
Latest Form 13F-HR	2024-01-16 (quarter ended 2023-12-31)
Form 13F-HR filings	17

Filings by Form

Form	Filings	Latest
13F-HR	17	2024-01-16

Filings by Year

Year	Filings	Form 13F-HR
2024	1	1
2023	4	4
2022	4	4
2021	4	4
2020	4	4

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet