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advised by S••••••• WEALTH MANAGEMENT, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 4, 2022 | $7.6M |
| $250,000 |
| 600.0% |
| yes |
| O••• S••••••• O••••••••• F••• I• L• |
| Jun 14, 2021 | $7.7M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Apr 6, 2021 | $7.7M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Mar 10, 2021 | $7.7M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Sep 1, 2020 | $7.3M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Jun 25, 2020 | $7.3M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Mar 30, 2020 | $7.3M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Mar 22, 2019 | $6.2M | 30 | $250,000 | 600.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Oct 19, 2018 | $9.1M | 30 | $250,000 | 500.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Mar 30, 2018 | $9.1M | 30 | $250,000 | 500.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Mar 29, 2018 | $9.1M | 30 | $250,000 | 500.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Nov 22, 2017 | $0 | 0 | $250,000 | 0.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Jun 30, 2017 | $0 | 0 | $250,000 | 0.0% | yes | O••• S••••••• O••••••••• F••• I• L• |
| Jun 7, 2017 | $0 | 0 | $250,000 | 0.0% | yes | O••• S••••••• O••••••••• F••• I• L• |