WealthOne, LLC info
WealthOne, LLC (SEC CIK 1763608) first filed with the SEC on 2019-02-15 (Form 13F-HR) and has filed 20 times since, including 20 Form 13F-HR quarterly holdings reports. It is organized in NY and registered at 6 TOWER PLACE, ALBANY, NY, 12203.
- Name: Value WealthOne, LLC.
- SEC CIK: Value 1763608.
- State of organization: Value NY.
- Business address: Value 6 TOWER PLACE, ALBANY, NY, 12203.
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 | WealthOne, LLC |
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| SEC CIK | 1763608 |
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| State of organization | NY |
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| Business address | 6 TOWER PLACE, ALBANY, NY, 12203 |
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| Mailing address | 6 TOWER PLACE, ALBANY, NY, 12203 |
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| Phone | 5188674000 |
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| Fiscal year end | December 31 |
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| Former names | Wealthpoint, LLC (2021-07-26 to 2022-10-18); Capital Financial Planning, LLC (2019-02-15 to 2021-04-27) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2019-02-15 (Form 13F-HR) |
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| Latest SEC filing | 2023-10-12 (Form 13F-HR) |
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| Filings on EDGAR | 20 |
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| First Form 13F-HR | 2019-02-15 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2023-10-12 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 20 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 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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| 2019 | 4 | 4 |
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