WEALTH ADVISORS, INC. info
WEALTH ADVISORS, INC. (SEC CIK 1806580) first filed with the SEC on 2020-03-16 (Form 13F-HR) and has filed 16 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 16909 VIA DE SANTA FE, STE 202, RANCHO SANTA FE, CA, 90267.
- Name: Value WEALTH ADVISORS, INC..
- SEC CIK: Value 1806580.
- State of organization: Value CA.
- Business address: Value 16909 VIA DE SANTA FE, STE 202, RANCHO SANTA FE, CA, 90267.
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 |
|---|
| Name | WEALTH ADVISORS, INC. |
|---|
| SEC CIK | 1806580 |
|---|
| State of organization | CA |
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| Business address | 16909 VIA DE SANTA FE, STE 202, RANCHO SANTA FE, CA, 90267 |
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| Mailing address | P.O. BOX 2429, RANCHO SANTA FE, CA, 92067 |
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| Phone | 858-481-4088 |
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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 | 2020-03-16 (Form 13F-HR) |
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| Latest SEC filing | 2023-10-24 (Form 13F-HR) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2020-03-16 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2023-10-24 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 16 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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