Wealth CMT info
Wealth CMT (SEC CIK 1802660) first filed with the SEC on 2020-02-07 (Form 13F-HR) and has filed 15 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in NJ and registered at 200 LAKE DRIVE EAST, SUITE 204, CHERRY HILL, NJ, 08002.
- Name: Value Wealth CMT.
- SEC CIK: Value 1802660.
- State of organization: Value NJ.
- Business address: Value 200 LAKE DRIVE EAST, SUITE 204, CHERRY HILL, NJ, 08002.
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 | Wealth CMT |
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| SEC CIK | 1802660 |
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| State of organization | NJ |
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| Business address | 200 LAKE DRIVE EAST, SUITE 204, CHERRY HILL, NJ, 08002 |
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| Mailing address | 200 LAKE DRIVE EAST, SUITE 204, CHERRY HILL, NJ, 08002 |
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| Phone | 856-795-7911 |
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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 |
|---|
| First SEC filing | 2020-02-07 (Form 13F-HR) |
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| Latest SEC filing | 2023-07-12 (Form 13F-HR) |
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| Filings on EDGAR | 15 |
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| First Form 13F-HR | 2020-02-07 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2023-07-12 (quarter ended 2023-06-30) |
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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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| 2023 | 3 | 3 |
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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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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |