Align Wealth Management, LLC info
Align Wealth Management, LLC (SEC CIK 1961312) first filed with the SEC on 2023-01-09 (Form 13F-HR) and has filed 1 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in OK and registered at 13921 QUAIL POINTE DR., OKLAHOMA CITY, OK, 73134.
- Name: Value Align Wealth Management, LLC.
- SEC CIK: Value 1961312.
- State of organization: Value OK.
- Business address: Value 13921 QUAIL POINTE DR., OKLAHOMA CITY, OK, 73134.
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 | Align Wealth Management, LLC |
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| SEC CIK | 1961312 |
|---|
| State of organization | OK |
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| Business address | 13921 QUAIL POINTE DR., OKLAHOMA CITY, OK, 73134 |
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| Mailing address | 13921 QUAIL POINTE DR., OKLAHOMA CITY, OK, 73134 |
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| Phone | 405-607-4820 |
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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 | 2023-01-09 (Form 13F-HR) |
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| Latest SEC filing | 2023-01-09 (Form 13F-HR) |
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| Filings on EDGAR | 1 |
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| First Form 13F-HR | 2023-01-09 (quarter ended 2022-12-31) |
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| Latest Form 13F-HR | 2023-01-09 (quarter ended 2022-12-31) |
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| Form 13F-HR filings | 1 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 1 | 1 |
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