A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Management Strategies, Inc..

Business address: 17 Brilliant Ave, Ste 302, Pittsburgh, PA, 15215
Top securities (13F): VUG, VEA, DFAC, IBTF, IBTG, IBTH, IBTJ, IBTI, VTV, VB, DFSU, AAPL, VWO, DUHP, VTI, MSFT, VOO, DFSI, LLY, and IBM
State of incorporation: PA
Fiscal year end: 31 December

Wealth Management Strategies, Inc. has filed 3 SEC EDGAR filings since 20 Feb 2025

Recent SEC filings for Wealth Management Strategies, Inc. including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	17 Nov 2025	30 Sep 2025	028-25394
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 May 2025	31 Mar 2025	028-25394
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	20 Feb 2025	31 Dec 2024	028-25394

Wealth Management Strategies, Inc. files with the SEC under CIK 0002057285. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.