PRW Wealth Management LLC info
PRW Wealth Management LLC (SEC CIK 1760472) first filed with the SEC on 2019-02-14 (Form 13F-HR) and has filed 20 times since, including 20 Form 13F-HR quarterly holdings reports. It is organized in MA and registered at 1 PINE HILL DRIVE, SUITE 502, QUINCY, MA, 02169.
- Name: Value PRW Wealth Management LLC.
- SEC CIK: Value 1760472.
- State of organization: Value MA.
- Business address: Value 1 PINE HILL DRIVE, SUITE 502, QUINCY, MA, 02169.
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 | PRW Wealth Management LLC |
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| SEC CIK | 1760472 |
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| State of organization | MA |
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| Business address | 1 PINE HILL DRIVE, SUITE 502, QUINCY, MA, 02169 |
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| Mailing address | 1 PINE HILL DRIVE, SUITE 502, QUINCY, MA, 02169 |
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| Phone | 6177450900 |
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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 |
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| First SEC filing | 2019-02-14 (Form 13F-HR) |
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| Latest SEC filing | 2023-11-01 (Form 13F-HR) |
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| Filings on EDGAR | 20 |
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| First Form 13F-HR | 2019-02-14 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2023-11-01 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 20 |
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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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| 2019 | 4 | 4 |
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