ORG Wealth Partners, LLC (CIK: 0002032602) EDGAR, Information, Filings... CompaniesBIO.Com

ORG Wealth Partners, LLC

Mailing address
5001 SPRING VALLEY RD, STE 810W, DALLAS, Texas, 75244
Phone
214-440-3909
State location
Texas
State of incorporation
Texas
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by ORG Wealth Partners, LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002032602-25-000005 (34 Act) Size: KB	Oct-24-2025	028-24384 251415020
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0001979372-25-000007 (34 Act) Size: KB	Jul-16-2025	028-24384 251127303
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001979372-25-000006 (34 Act) Size: KB	Jul-16-2025	028-24384 251127298
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002032602-25-000001 (34 Act) Size: KB	Apr-21-2025	028-24384 25852170
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001979372-25-000002 (34 Act) Size: KB	Jan-10-2025	028-24384 25521511
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001979372-24-000005 (34 Act) Size: KB	Oct-11-2024	028-24384 241367953

Recent 20 filings. View all ORG Wealth Partners, LLC filings

Overall rating 5.0

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.