Form D · Investing
Consolidated Wealth Management, Ltd.
Pearland, TX · CIK 0001627045
Offering snapshot reported Nov 18, 2020 · SEC filing
- Reported sold
- $31.4M Indefinite offering
- Investors reported
- 79 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Dec 2, 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 |
|---|---|---|---|---|---|
| Nov 18, 2020 | Initial | $31,392,092 | No comparison | 79 | SEC filing |
| Dec 4, 2019 | Amendment | $31,316,092 | $1,447,784vs Nov 29, 2018 | 78 | SEC filing |
| Nov 29, 2018 | Amendment | $29,868,308 | $29,300,308vs Dec 10, 2014 | 77 | SEC filing |
| Dec 10, 2014 | Initial | $568,000 | No comparison | 10 | 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
- 021-380886
fractionalized death benefit under life insurance policy
Source: Form D, filed Nov 18, 2020. 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 Osborne | Executive |
| John Edward Spalding | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
11200 Broadway Street Suite 2705
Pearland, TX, 77584
Pearland, TX, 77584