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LWS Wealth Advisors, Inc. Info

LWS Wealth Advisors, Inc. info

LWS Wealth Advisors, Inc. (SEC CIK 1801634) first filed with the SEC on 2020-02-06 (Form 13F-HR) and has filed 17 times since, including 17 Form 13F-HR quarterly holdings reports. It is organized in NJ and registered at P.O. BOX 347, BASKING RIDGE, NJ, 07920.

  • Name: Value LWS Wealth Advisors, Inc..
  • SEC CIK: Value 1801634.
  • State of organization: Value NJ.
  • Business address: Value P.O. BOX 347, BASKING RIDGE, NJ, 07920.

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
NameLWS Wealth Advisors, Inc.
SEC CIK1801634
State of organizationNJ
Business addressP.O. BOX 347, BASKING RIDGE, NJ, 07920
Mailing addressP.O. BOX 347, BASKING RIDGE, NJ, 07920
Phone908-630-9237
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2020-02-06 (Form 13F-HR)
Latest SEC filing2024-02-09 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2020-02-06 (quarter ended 2019-12-31)
Latest Form 13F-HR2024-02-09 (quarter ended 2023-12-31)
Form 13F-HR filings17

Filings by Form

FormFilingsLatest
13F-HR172024-02-09

Filings by Year

YearFilingsForm 13F-HR
202411
202344
202244
202144
202044

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