Tcfg Wealth Management, Llc

Business address
28202 Cabot Road, Suite 300, Laguna Niguel, CA, 92677
State of incorporation
DE
Fiscal year end
December 31
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Tcfg Wealth Management, Llc has filed 20 SEC EDGAR filings since 3/4/2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open Document Open Filing Nov 21, 2025 Sep 30, 2025 028-24390
13F-HR Open Document Open Filing Nov 18, 2025 Sep 30, 2025 028-24390
N-PX Open Document Open Filing Jul 23, 2025 Jun 30, 2025 028-24390
13F-HR Open Document Open Filing Jul 23, 2025 Jun 30, 2025 028-24390
13F-HR Open Document Open Filing Apr 17, 2025 Mar 31, 2025 028-24390
13F-HR Open Document Open Filing Jan 30, 2025 Dec 31, 2024 028-24390
N-PX Open Document Open Filing Oct 15, 2024 Jun 30, 2024 028-24390
13F-HR Open Document Open Filing Oct 15, 2024 Sep 30, 2024 028-24390
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2024 Dec 31, 2023 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2023 Dec 31, 2022 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 22, 2022 Dec 31, 2021 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 3, 2021 Dec 31, 2020 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 24, 2020 Dec 31, 2019 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2019 Dec 31, 2018 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2018 Dec 31, 2017 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 29, 2016 Dec 31, 2015 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 3, 2015 Dec 31, 2014 008-69089
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Apr 1, 2014 Dec 31, 2013 008-69089
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 4, 2014 Dec 31, 2013 008-69089