Smallwood Wealth Investment Management, LLC

All 13F Filings

Location
Red Bank, NJ
CIK
0001921304
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000192130426000003 Q1 2026 527 189,740,016 13F-HR 4/22/2026 Smallwood Wealth Investment Management, LLC