Form D · Other
Allworth Management Holdings, LLC
Folsom, CA · CIK 0002142442
Offering snapshot reported Jul 20, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 20, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-591505
Source: Form D, filed Jul 20, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Awf Consolidated Holdings Gp, Llc | Promoter |
| John Bunch | Director, Executive |
| Pete Engelken | Executive |
| Nicole Lawson | Director |
| Tom Naratil | Director |
| Chris Oddy | Executive |
| Tagar Olson | Director |
| Max Rakhlin | Director |
| Kathy Reiland | Director |
| Colin Rhind | Director |
| Imran Siddiqui | Director |
| Mark Vassallo | Director |
Issuer details
Industry: Other (See others in industry)
Address:
340 Palladio Parkway, Suite 501
Folsom, CA, 95630
Folsom, CA, 95630