Private Wealth Strategies, L.L.C. Info

Private Wealth Strategies, L.L.C. info

Private Wealth Strategies, L.L.C. (SEC CIK 1803189) first filed with the SEC on 2020-02-14 (Form 13F-HR) and has filed 20 times since, including 19 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 29 S. HIGH STREET, SUITE A, NEW ALBANY, OH, 43054.

Name: Value Private Wealth Strategies, L.L.C..
SEC CIK: Value 1803189.
State of organization: Value OH.
Business address: Value 29 S. HIGH STREET, SUITE A, NEW ALBANY, OH, 43054.

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	Private Wealth Strategies, L.L.C.
SEC CIK	1803189
State of organization	OH
Business address	29 S. HIGH STREET, SUITE A, NEW ALBANY, OH, 43054
Mailing address	29 S. HIGH STREET, SUITE A, NEW ALBANY, OH, 43054
Phone	614-888-2117
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2020-02-14 (Form 13F-HR)
Latest SEC filing	2024-08-01 (Form 13F-HR)
Filings on EDGAR	20
First Form 13F-HR	2020-02-14 (quarter ended 2019-12-31)
Latest Form 13F-HR	2024-08-01 (quarter ended 2024-06-30)
Form 13F-HR filings	19

Filings by Form

Form	Filings	Latest
13F-HR	19	2024-08-01
13F-HR/A	1	2023-05-08

Filings by Year

Year	Filings	Form 13F-HR
2024	3	3
2023	5	4
2022	4	4
2021	4	4
2020	4	4

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