Wealth Management CPAs, LLC has filed a 13F Notice with the SEC for the third quarter of 2026, detailing changes in its investment management activities. This filing is significant as it underscores the company's commitment to transparency and compliance with regulatory requirements.
Wealth Management CPAs, LLC, based in Salt Lake City, Utah, is categorized as an investment management firm. The company primarily focuses on providing wealth management services. Its recent filings include a 13F Notice dated October 20, 2026, and prior filings include several 13F Notices and an N-PX form.
The 13F Notice indicates that the firm is reporting its investment activities as of September 30, 2026. The filing states, "This is a 13F Notice," confirming its purpose and compliance with SEC regulations.
This update may affect various stakeholders, including clients and other firms within the wealth management sector. The filing also mentions collaboration with Townsquare Capital LLC, indicating a network of partnerships that may influence investment strategies.
The filing does not say what happens next.
Company Information
Wealth Management CPAs, LLC is incorporated in Utah and has a fiscal year ending on December 31. The company's Central Index Key (CIK) is 0002035687, and its Employer Identification Number (EIN) is 460763406.
Contact Information
The firm is located at 5296 Commerce Drive, Suite 101, Salt Lake City, Utah, 84107. For inquiries, they can be reached at the business phone number 801-272-4357.
Filing Details
The 13F Notice was filed under the SEC Act of 1934 with the SEC file number 028-24358. The filing was officially accepted on October 20, 2026, and it confirms the reporting period as of September 30, 2026.
The filing includes details about another manager, Townsquare Capital LLC, which has a CIK of 0001761755 and a CRD number of 000288576.