Skip to main content
Wealth Management, Inc. logo

Wealth Management, Inc. — Investor Relations & Filings

Ticker · 3772 ISIN · JP3639550007 T Financial and insurance activities
Open in API
Filings indexed 88 across all filing types
Latest filing 2023-06-28 Audit Report / Informat…
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
内部統制報告書－第24期(2022/04/01－2023/03/31)
Audit Report / Information Classification · 98% confidence The document is an 'Internal Control Report' (内部統制報告書) filed under the Financial Instruments and Exchange Act (金融商品取引法) in Japan. This type of report details the company's internal control framework, evaluation scope, and effectiveness regarding financial reporting. Since it is a specific regulatory filing concerning internal controls and does not fit into the other categories like 10-K or IR, it is classified as a Regulatory Filing (RNS). FY 2023
2023-06-28 Japanese
有価証券報告書－第24期(2022/04/01－2023/03/31)
Annual Report Classification · 100% confidence The document is a Japanese 'Yuuka Shouken Houkokusho' (Securities Report), which is the Japanese equivalent of a 10-K annual report. It contains comprehensive financial data, including consolidated financial indicators, balance sheets, and cash flow statements for the fiscal year ending March 31, 2023. It is clearly a full annual report rather than an announcement or summary. FY 2023
2023-06-28 Japanese
確認書
Audit Report / Information Classification · 98% confidence The document is a 'Confirmation Letter' (確認書) filed under Article 24-4-2 of the Financial Instruments and Exchange Act of Japan. This is a mandatory document accompanying the Annual Securities Report (Yuho) in Japan, where the CEO confirms the accuracy of the report's contents. Since it is a regulatory filing required by law to accompany the annual report but is not the annual report itself, and does not fit into other specific categories like '10-K' or 'AR', it is classified as a Regulatory Filing. FY 2023
2023-06-28 Japanese
確認書
Regulatory Filings Classification · 100% confidence The document is titled '確認書' (Confirmation Letter) and explicitly states it is filed under the Financial Instruments and Exchange Act Article 24-4-8. It serves as an officer certification regarding the accuracy of the quarterly report, rather than the quarterly report itself. 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. Q3 2023
2023-02-10 Japanese
四半期報告書－第24期第3四半期(2022/10/01－2022/12/31)
Interim / Quarterly Report Classification · 100% confidence The document is a 'Quarterly Report' (四半期報告書) for Wealth Management, Inc., covering the third quarter of the 24th fiscal period (October 1, 2022, to December 31, 2022). It contains detailed financial statements, including the balance sheet and income statement, and is filed with the Kanto Local Finance Bureau under the Financial Instruments and Exchange Act. This fits the definition of an Interim/Quarterly Report (IR). 9M 2023
2023-02-10 Japanese
確認書
Report Publication Announcement Classification · 100% confidence The document is a 'Confirmation Letter' (Kakunin-sho) filed under the Financial Instruments and Exchange Act, specifically related to the accuracy of the Second Quarter Report (Interim Report). While it references the quarterly report, it is a standalone regulatory filing confirming the validity of the financial statements for the period ending September 30, 2022. Since it is a regulatory filing that does not fit into the specific categories of a full report or a simple announcement, it falls under the general regulatory filings category.
2022-11-09 Japanese

Browse filings by year

12 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.