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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-24-000188
Filing Date
2024-05-06
Accepted
2024-05-06 10:53:53
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2086
2 q12024certus13f.html INFORMATION TABLE  
2 q12024certus13f.xml INFORMATION TABLE 25099
  Complete submission text file 0001765380-24-000188.txt   28444
Mailing Address 303 TWIN DOLPHIN DRIVE SUITE 800 #59 REDWOOD CITY CA 94065
Business Address 303 TWIN DOLPHIN DRIVE SUITE 800 #59 REDWOOD CITY CA 94065 650-232-2023
Certus Wealth Management, LLC (Filer) CIK: 0001989526 (see all company filings)

IRS No.: 882088304 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23336 | Film No.: 24916328