WealthOne, LLC

Entity
Company
Business address
6 Tower Place, 12203 Albany, NY
Phone
5188674000
State of incorporation
NY
Fiscal year end
December 31
Former names
Wealthpoint, LLC (to 10/18/2022), Capital Financial Planning, LLC (to 4/27/2021)
Signature 13F
Todd Slingerland - Chief Compliance Officer
All SEC filings
View on sec.gov
WealthOne, LLC has filed 20 SEC EDGAR filings since 2/15/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 12, 2023 Sep 30, 2023 028-19406
13F-HR Open Document Open Filing Jul 24, 2023 Jun 30, 2023 028-19406
13F-HR Open Document Open Filing Apr 20, 2023 Mar 31, 2023 028-19406
13F-HR Open Document Open Filing Jan 24, 2023 Dec 31, 2022 028-19406
13F-HR Open Document Open Filing Oct 18, 2022 Sep 30, 2022 028-19406
13F-HR Open Document Open Filing Jul 18, 2022 Jun 30, 2022 028-19406
13F-HR Open Document Open Filing Apr 27, 2022 Mar 31, 2022 028-19406
13F-HR Open Document Open Filing Feb 11, 2022 Dec 31, 2021 028-19406
13F-HR Open Document Open Filing Nov 1, 2021 Sep 30, 2021 028-19406
13F-HR Open Document Open Filing Jul 26, 2021 Jun 30, 2021 028-19406
13F-HR Open Document Open Filing Apr 27, 2021 Mar 31, 2021 028-19406
13F-HR Open Document Open Filing Feb 8, 2021 Dec 31, 2020 028-19406
13F-HR Open Document Open Filing Nov 9, 2020 Sep 30, 2020 028-19406
13F-HR Open Document Open Filing Aug 6, 2020 Jun 30, 2020 028-19406
13F-HR Open Document Open Filing Apr 16, 2020 Mar 31, 2020 028-19406
13F-HR Open Document Open Filing Jan 31, 2020 Dec 31, 2019 028-19406
13F-HR Open Document Open Filing Nov 14, 2019 Sep 30, 2019 028-19406
13F-HR Open Document Open Filing Aug 8, 2019 Jun 30, 2019 028-19406
13F-HR Open Document Open Filing May 16, 2019 Mar 31, 2019 028-19406
13F-HR Open Document Open Filing Feb 15, 2019 Dec 31, 2018 028-19406