WealthOne, LLC

Business address
6 Tower Place, Albany, NY, 12203
Top securities (13F)
VTV, VUG, AAPL, SMMD, XLK, LMBS, HDV, XLY, VO, DGRO, COWZ, CORP, VB, MSFT, XLV, XLC, VTI, XLF, DFUS, and IEMG
State of incorporation
NY
Fiscal year end
31 December
Former names
Wealthpoint, LLC (to 18 Oct 2022), Capital Financial Planning, LLC (to 27 Apr 2021)
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WealthOne, LLC has filed 20 SEC EDGAR filings since 15 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Oct 2023 30 Sep 2023 028-19406
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-19406
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-19406
13F-HR Open Document Open Filing 24 Jan 2023 31 Dec 2022 028-19406
13F-HR Open Document Open Filing 18 Oct 2022 30 Sep 2022 028-19406
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-19406
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-19406
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-19406
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-19406
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-19406
13F-HR Open Document Open Filing 27 Apr 2021 31 Mar 2021 028-19406
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-19406
13F-HR Open Document Open Filing 09 Nov 2020 30 Sep 2020 028-19406
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-19406
13F-HR Open Document Open Filing 16 Apr 2020 31 Mar 2020 028-19406
13F-HR Open Document Open Filing 31 Jan 2020 31 Dec 2019 028-19406
13F-HR Open Document Open Filing 14 Nov 2019 30 Sep 2019 028-19406
13F-HR Open Document Open Filing 08 Aug 2019 30 Jun 2019 028-19406
13F-HR Open Document Open Filing 16 May 2019 31 Mar 2019 028-19406
13F-HR Open Document Open Filing 15 Feb 2019 31 Dec 2018 028-19406