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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000168
Filing Date
2023-08-10
Accepted
2023-08-10 10:05:25
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1999
2 certus13f2q2023.html INFORMATION TABLE  
2 certus13f2q2023.xml INFORMATION TABLE 30041
  Complete submission text file 0001765380-23-000168.txt   33267
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.: 231157650