Advertisement
Screener

Maxwell Wealth Strategies Inc. Info

Maxwell Wealth Strategies Inc. info

Maxwell Wealth Strategies Inc. (SEC CIK 1993410) first filed with the SEC on 2024-02-13 (Form 13F-HR) and has filed 5 times since, including 5 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 7041 KOLL CENTER PARK WAY, SUITE 275, PLEASANTON, CA, 94566.

  • Name: Value Maxwell Wealth Strategies Inc..
  • SEC CIK: Value 1993410.
  • State of organization: Value CA.
  • Business address: Value 7041 KOLL CENTER PARK WAY, SUITE 275, PLEASANTON, CA, 94566.

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
NameMaxwell Wealth Strategies Inc.
SEC CIK1993410
State of organizationCA
Business address7041 KOLL CENTER PARK WAY, SUITE 275, PLEASANTON, CA, 94566
Mailing address7041 KOLL CENTER PARK WAY, SUITE 275, PLEASANTON, CA, 94566
Phone925-523-3189
Fiscal year endSeptember 30
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-02-13 (Form 13F-HR)
Latest SEC filing2025-02-13 (Form 13F-HR)
Filings on EDGAR5
First Form 13F-HR2024-02-13 (quarter ended 2023-12-31)
Latest Form 13F-HR2025-02-13 (quarter ended 2024-12-31)
Form 13F-HR filings5

Filings by Form

FormFilingsLatest
13F-HR52025-02-13

Filings by Year

YearFilingsForm 13F-HR
202511
202444

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet