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Wealth Management, Inc. — Investor Relations & Filings

Ticker · 3772 ISIN · JP3639550007 T Financial and insurance activities
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Filings indexed 83 across all filing types
Latest filing 2025-11-10 Regulatory Filings
Country JP Japan
Listing T 3772

About Wealth Management, Inc.

https://www.wealth-mngt.com/en/

Wealth Management, Inc. is a real estate group specializing in the revitalization and development of hotels and traditional Japanese inns (ryokans). The company's business model integrates four core functions: investment, asset management, real estate services, and hotel operations. It also provides services in real estate securitization and M&A advisory. By leveraging these capabilities and forming partnerships with local stakeholders, the group aims to maximize the value of tourism resources, contributing to regional revitalization and the promotion of local culture.

Recent filings

Filing Released Lang Actions
確認書
Regulatory Filings Classification · 100% confidence The document is titled '確認書' (Confirmation Letter) and explicitly cites '金融商品取引法第24条の５の２第１項' (Article 24-5-2, Paragraph 1 of the Financial Instruments and Exchange Act). It serves as an officer certification confirming the accuracy of a semi-annual report. According to the 'CERTIFICATION RULE', documents that are primarily officer certifications or attestations should be classified as Regulatory Filings (RNS), even if they reference a specific report type like a semi-annual report. H1 27
2025-11-10 Japanese
半期報告書－第27期(2025/04/01－2025/09/30)
Interim / Quarterly Report Classification · 100% confidence The document is a '半期報告書' (Semi-Annual Report) filed under the Financial Instruments and Exchange Act of Japan. It contains comprehensive financial statements, including the balance sheet and income statement for the interim period (April 1, 2025, to September 30, 2025), as well as management analysis (MDA) and corporate information. This fits the definition of an Interim/Quarterly Report (IR) as it provides substantive financial data for a period shorter than a full fiscal year. H1 2026
2025-11-10 Japanese
臨時報告書
AGM Information Classification · 100% confidence The document is titled "臨時報告書" (Extraordinary Report) and is submitted to the Kanto Local Finance Bureau Director. The 'Reason for Submission' explicitly states that the report is filed because resolutions were passed at the company's 26th Annual General Meeting (AGM) held on June 25, 2025, pursuant to Article 24-5, Paragraph 4 of the Financial Instruments and Exchange Act. The content details the resolutions, including dividend approval (Item 1) and the election of four directors (Item 2), along with the voting results (For, Against, Abstain). This structure—reporting the results of a shareholder meeting—is characteristic of an AGM Results Report. Since the document reports the *results* of the AGM, the most specific code is AGM-R (AGM Information/Results). It is not a proxy statement (PSI) or a general regulatory filing (RNS), as the content is highly specific to the meeting outcomes.
2025-06-27 Japanese
確認書
Audit Report / Information Classification · 98% confidence The document text contains Japanese regulatory headers such as "【提出書類】 確認書" (Filing Document: Confirmation document) and references to the Financial Instruments and Exchange Act ("金融商品取引法"). It explicitly states that the Representative Director confirmed the appropriateness of the contents of the "有価証券報告書" (Securities Report) for the 26th fiscal period (ending March 31, 2025). A Securities Report in Japan is the equivalent of a US 10-K filing. Although this specific document is a 'Confirmation Document' related to the Securities Report, its core function is tied directly to the annual filing process and content verification, making it most closely aligned with the comprehensive annual reporting structure. Given the options, the closest match for a document confirming the contents of the official yearly report is the Annual Report category (10-K), as this confirmation is an integral part of the finalization process for that major filing. The document length is very short (593 chars), suggesting it might be an attachment or a cover sheet, but the content is explicitly about the annual Securities Report (有価証券報告書). Therefore, classifying it as 10-K is the most appropriate fit among the provided choices for a document confirming the annual filing's accuracy. FY 2025
2025-06-26 Japanese
内部統制報告書－第26期(2024/04/01－2025/03/31)
Governance Information Classification · 100% confidence The document is explicitly titled "内部統制報告書" (Internal Control Report) in the header and the table. The legal basis cited is "金融商品取引法第24条の４の４第１項" (Financial Instruments and Exchange Act Article 24-4-4, Paragraph 1), which mandates the filing of an Internal Control Report by listed companies in Japan. The content discusses the framework, scope, criteria, and conclusion regarding the assessment of internal controls over financial reporting. This directly corresponds to the definition of an Audit Report / Information (AR), which covers internal or regulatory stress tests and applied accounting principles/reports, although this specific report focuses purely on internal controls as required by law, making AR the most appropriate fit among the provided options, as it is a formal report on internal assurance/controls, distinct from a full Annual Report (10-K) or a simple Earnings Release (ER).
2025-06-26 Japanese
有価証券報告書－第26期(2024/04/01－2025/03/31)
Annual Report Classification · 100% confidence The document is a Japanese 'Yuka Shoken Hokokusho' (Securities Report), which is the Japanese equivalent of a 10-K annual report. It contains detailed financial statements, management indicators, and corporate information for the fiscal year ending March 31, 2025. It is a comprehensive annual filing, not an announcement or a summary. FY 2025
2025-06-26 Japanese

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