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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000193
Filing Date
2023-11-02
Accepted
2023-11-02 11:39:07
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1998
2 certus13f3q2023.html INFORMATION TABLE  
2 certus13f3q2023.xml INFORMATION TABLE 27078
  Complete submission text file 0001765380-23-000193.txt   30303
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.: 231370809