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Nauset Wealth Management. LLC Info

Nauset Wealth Management. LLC info

Nauset Wealth Management. LLC (SEC CIK 1909759) first filed with the SEC on 2022-02-11 (Form 13F-HR) and has filed 2 times since, including 2 Form 13F-HR quarterly holdings reports. It is organized in CT and registered at 136 MAIN STREET, SUITE 201, WESTPORT, CT, 06880.

  • Name: Value Nauset Wealth Management. LLC.
  • SEC CIK: Value 1909759.
  • State of organization: Value CT.
  • Business address: Value 136 MAIN STREET, SUITE 201, WESTPORT, CT, 06880.

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
NameNauset Wealth Management. LLC
SEC CIK1909759
State of organizationCT
Business address136 MAIN STREET, SUITE 201, WESTPORT, CT, 06880
Mailing address136 MAIN STREET, SUITE 201, WESTPORT, CT, 06880
Phone203-454-7328
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-02-11 (Form 13F-HR)
Latest SEC filing2022-04-28 (Form 13F-HR)
Filings on EDGAR2
First Form 13F-HR2022-02-11 (quarter ended 2021-12-31)
Latest Form 13F-HR2022-04-28 (quarter ended 2022-03-31)
Form 13F-HR filings2

Filings by Form

FormFilingsLatest
13F-HR22022-04-28

Filings by Year

YearFilingsForm 13F-HR
202222

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