Personal Wealth Partners info
Personal Wealth Partners (SEC CIK 1766435) first filed with the SEC on 2019-02-05 (Form 13F-HR) and has filed 15 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 7900 INTERNATIONAL DRIVE, #510, BLOOMINGTON, MN, 55425.
- Name: Value Personal Wealth Partners.
- SEC CIK: Value 1766435.
- State of organization: Value —.
- Business address: Value 7900 INTERNATIONAL DRIVE, #510, BLOOMINGTON, MN, 55425.
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 |
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| Name | Personal Wealth Partners |
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| SEC CIK | 1766435 |
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| State of organization | |
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| Business address | 7900 INTERNATIONAL DRIVE, #510, BLOOMINGTON, MN, 55425 |
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| Mailing address | 7900 INTERNATIONAL DRIVE, #510, BLOOMINGTON, MN, 55425 |
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| Phone | 9529559781 |
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| Fiscal year end | |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2019-02-05 (Form 13F-HR) |
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| Latest SEC filing | 2022-08-09 (Form 13F-HR) |
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| Filings on EDGAR | 15 |
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| First Form 13F-HR | 2019-02-05 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2022-08-09 (quarter ended 2022-06-30) |
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| Form 13F-HR filings | 15 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 3 | 3 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |