FMA Wealth Management, LLC

Business address
33 Railroad Avenue, Suite 2, Duxbury, MA, 02332
Top securities (13F)
VEA, JCPB, IWF, JPIE, JPLD, IWD, SMLF, FENI, JHMM, OSEA, VWO, ONEY, VIG, JMUB, FESM, FMDE, JEPI, SCHD, AAPL, and SPTM
State of incorporation
MA
Fiscal year end
31 December
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FMA Wealth Management, LLC has filed 10 SEC EDGAR filings since 09 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Nov 2025 30 Sep 2025 028-23682
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-23682
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-23682
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-23682
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-23682
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-23682
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23682
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-23682
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-23682
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-23682