TPB WEALTH ADVISORS info
TPB WEALTH ADVISORS (SEC CIK 1719203) first filed with the SEC on 2021-02-23 (Form 13F-HR) and has filed 11 times since, including 10 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 1900 NW LOOP 410, SAN ANTONIO, TX, 78213.
- Name: Value TPB WEALTH ADVISORS.
- SEC CIK: Value 1719203.
- State of organization: Value TX.
- Business address: Value 1900 NW LOOP 410, SAN ANTONIO, TX, 78213.
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 | TPB WEALTH ADVISORS |
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| SEC CIK | 1719203 |
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| State of organization | TX |
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| Business address | 1900 NW LOOP 410, SAN ANTONIO, TX, 78213 |
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| Mailing address | 1900 NW LOOP 410, SAN ANTONIO, TX, 78213 |
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| Phone | 2104248703 |
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| Fiscal year end | December 31 |
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| Former names | ASPIREON WEALTH ADVISORS (2021-02-23 to 2022-07-29) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2021-02-23 (Form 13F-HR) |
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| Latest SEC filing | 2023-05-23 (Form 13F-HR) |
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| Filings on EDGAR | 11 |
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| First Form 13F-HR | 2021-02-23 (quarter ended 2020-12-31) |
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| Latest Form 13F-HR | 2023-05-23 (quarter ended 2023-03-31) |
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| Form 13F-HR filings | 10 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 2 | 2 |
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| 2022 | 5 | 4 |
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| 2021 | 4 | 4 |
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