Defined Wealth Management, Llc

Business address
8625 Sw Cascade Ave, Suite 410, Beaverton, OR, 97008
State of incorporation
OR
Fiscal year end
December 31
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Defined Wealth Management, Llc has filed 22 SEC EDGAR filings since 3/9/2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 7, 2025 Sep 30, 2025 028-21105
N-PX Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-21105
13F-HR Open Document Open Filing Jul 9, 2025 Jun 30, 2025 028-21105
13F-HR Open Document Open Filing Apr 16, 2025 Mar 31, 2025 028-21105
13F-HR Open Document Open Filing Jan 15, 2025 Dec 31, 2024 028-21105
13F-HR Open Document Open Filing Oct 31, 2024 Sep 30, 2024 028-21105
N-PX Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-21105
13F-HR Open Document Open Filing Aug 5, 2024 Jun 30, 2024 028-21105
13F-HR Open Document Open Filing Apr 15, 2024 Mar 31, 2024 028-21105
13F-HR Open Document Open Filing Jan 9, 2024 Dec 31, 2023 028-21105
13F-HR Open Document Open Filing Oct 24, 2023 Sep 30, 2023 028-21105
13F-HR Open Document Open Filing Jul 28, 2023 Jun 30, 2023 028-21105
13F-HR Open Document Open Filing Apr 21, 2023 Mar 31, 2023 028-21105
13F-HR Open Document Open Filing Jan 23, 2023 Dec 31, 2022 028-21105
13F-HR Open Document Open Filing Oct 13, 2022 Sep 30, 2022 028-21105
13F-HR Open Document Open Filing Jul 25, 2022 Jun 30, 2022 028-21105
13F-HR Open Document Open Filing Apr 18, 2022 Mar 31, 2022 028-21105
13F-HR Open Document Open Filing Jan 19, 2022 Dec 31, 2021 028-21105
13F-HR Open Document Open Filing Oct 21, 2021 Sep 30, 2021 028-21105
13F-HR Open Document Open Filing Jul 20, 2021 Jun 30, 2021 028-21105
13F-HR Open Document Open Filing May 18, 2021 Mar 31, 2021 028-21105
13F-HR Open Document Open Filing Mar 9, 2021 Dec 31, 2020 028-21105