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 Align Wealth Management, LLC.

Business address: 13921 Quail Pointe Dr., Oklahoma City, OK, 73134
Top securities (13F): DFAC, VGLT, DFAT, MUB, DFAX, DFIC, DFEM, DFUS, TLT, DIHP, DISV, DUHP, BANF, AVDE, QCOM, AVEM, CSCO, DFUV, AVUS, and DFCF
State of incorporation: OK
Fiscal year end: 31 December

Align Wealth Management, LLC has filed 1 SEC EDGAR filings since 09 Jan 2023

Recent SEC filings for Align Wealth Management, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		09 Jan 2023	31 Dec 2022	028-22717

Align Wealth Management, LLC files with the SEC under CIK 0001961312. 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.