OptiFour Integrated Wealth Management, LLC info
OptiFour Integrated Wealth Management, LLC (SEC CIK 1775361) first filed with the SEC on 2019-05-07 (Form 13F-HR) and has filed 9 times since, including 9 Form 13F-HR quarterly holdings reports. It is organized in VA and registered at 7601 LEWINSVILLE RD STE 205, SUITE 205, MC LEAN, VA, 22102-2815.
- Name: Value OptiFour Integrated Wealth Management, LLC.
- SEC CIK: Value 1775361.
- State of organization: Value VA.
- Business address: Value 7601 LEWINSVILLE RD STE 205, SUITE 205, MC LEAN, VA, 22102-2815.
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 | OptiFour Integrated Wealth Management, LLC |
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| SEC CIK | 1775361 |
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| State of organization | VA |
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| Business address | 7601 LEWINSVILLE RD STE 205, SUITE 205, MC LEAN, VA, 22102-2815 |
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| Mailing address | 7601 LEWINSVILLE RD STE 205, SUITE 205, MC LEAN, VA, 22102-2815 |
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| Phone | 703-847-0965 |
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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 | 2019-05-07 (Form 13F-HR) |
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| Latest SEC filing | 2020-01-16 (Form 13F-HR) |
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| Filings on EDGAR | 9 |
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| First Form 13F-HR | 2019-05-07 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2020-01-16 (quarter ended 2019-12-31) |
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| Form 13F-HR filings | 9 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2020 | 1 | 1 |
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| 2019 | 8 | 8 |
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