PRW Wealth Management LLC

Business address
1 Pine Hill Drive, Suite 502, Quincy, MA, 02169
Top securities (13F)
IVV, VUG, EFA, QQQ, VTV, MINT, AGG, YJUN, JPST, VEU, PIPR, VV, BILZ, IJT, XLE, VTI, NVDA, AAPL, BRKB, and AMZN
State of incorporation
MA
Fiscal year end
31 December
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PRW Wealth Management LLC has filed 20 SEC EDGAR filings since 14 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-19218
13F-HR Open Document Open Filing 01 Aug 2023 30 Jun 2023 028-19218
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-19218
13F-HR Open Document Open Filing 03 Feb 2023 31 Dec 2022 028-19218
13F-HR Open Document Open Filing 26 Oct 2022 30 Sep 2022 028-19218
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-19218
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-19218
13F-HR Open Document Open Filing 25 Jan 2022 31 Dec 2021 028-19218
13F-HR Open Document Open Filing 04 Nov 2021 30 Sep 2021 028-19218
13F-HR Open Document Open Filing 03 Aug 2021 30 Jun 2021 028-19218
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-19218
13F-HR Open Document Open Filing 10 Feb 2021 31 Dec 2020 028-19218
13F-HR Open Document Open Filing 29 Oct 2020 30 Sep 2020 028-19218
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-19218
13F-HR Open Document Open Filing 29 Apr 2020 31 Mar 2020 028-19218
13F-HR Open Document Open Filing 03 Feb 2020 31 Dec 2019 028-19218
13F-HR Open Document Open Filing 04 Nov 2019 30 Sep 2019 028-19218
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-19218
13F-HR Open Document Open Filing 15 May 2019 31 Mar 2019 028-19218
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-19218