MADISON WEALTH MANAGEMENT info
MADISON WEALTH MANAGEMENT (SEC CIK 1801857) first filed with the SEC on 2020-02-11 (Form 13F-HR) and has filed 16 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 7755 MONTGOMERY ROAD, SUITE 350, CINCINNATI, OH, 45236.
- Name: Value MADISON WEALTH MANAGEMENT.
- SEC CIK: Value 1801857.
- State of organization: Value OH.
- Business address: Value 7755 MONTGOMERY ROAD, SUITE 350, CINCINNATI, OH, 45236.
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 | MADISON WEALTH MANAGEMENT |
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| SEC CIK | 1801857 |
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| State of organization | OH |
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| Business address | 7755 MONTGOMERY ROAD, SUITE 350, CINCINNATI, OH, 45236 |
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| Mailing address | 7755 MONTGOMERY ROAD, SUITE 350, CINCINNATI, OH, 45236 |
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| Phone | 513-871-4555 |
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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 | 2020-02-11 (Form 13F-HR) |
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| Latest SEC filing | 2023-11-07 (Form 13F-HR) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2020-02-11 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2023-11-07 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 16 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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