Form D · Investing
Consolidated Wealth Management, LLC
Houston, TX · CIK 0001615913
Offering snapshot reported Aug 14, 2014 · SEC filing
- Reported sold
- $851K Indefinite offering
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 22, 2014 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 |
|---|---|---|---|---|---|
| Aug 14, 2014 | Initial | $851,357 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-222897
Fractionalized death benefit under life insurance policy
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | N/A |
Source: Form D, filed Aug 14, 2014. 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 |
|---|---|
| Deanna Jo Osborne | Executive |
| John Edward Spalding | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
5300 Memorial Drive Suite 970
Houston, TX, 77007
Houston, TX, 77007