Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-25-000223
Filing Date
2025-05-13
Accepted
2025-05-13 13:36:06
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2080
2 13fcertusq12025.html INFORMATION TABLE  
2 13fcertusq12025.xml INFORMATION TABLE 26516
  Complete submission text file 0001765380-25-000223.txt   29848
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)

EIN.: 882088304 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23336 | Film No.: 25938864