Form D · Business Services
WealthForge Holdings, Inc.
3015 W. Moore Street, VA · CIK 0001550313
Offering snapshot reported Oct 13, 2023 · SEC filing
- Reported sold
- Yet to sell Offering amount: $1M
- 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 13, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jan 7, 2020 | Initial | $135,000 | No comparison | 4 | SEC filing |
| Apr 1, 2019 | Initial | $3,000,000 | No comparison | 15 | SEC filing |
| Apr 25, 2017 | Initial | $1,000,000 | No comparison | 1 | SEC filing |
| Sep 26, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Sep 4, 2015 | Amendment | $2,229,072 | $0vs Sep 2, 2015 | 7 | SEC filing |
| Sep 2, 2015 | Initial | $2,229,072 | No comparison | 7 | SEC filing |
| Jun 3, 2015 | Amendment | $95,000 | $0vs Jul 31, 2013 | 3 | SEC filing |
| Jun 3, 2015 | Amendment | $321,000 | $0vs Jun 6, 2012 | 3 | SEC filing |
| Jun 3, 2015 | Amendment | $45,000 | $0vs Jun 7, 2013 | 2 | SEC filing |
| Sep 2, 2014 | Initial | $1,000,000 | No comparison | 10 | SEC filing |
| Sep 18, 2013 | Initial | $550,000 | No comparison | 2 | SEC filing |
| Jul 31, 2013 | Initial | $95,000 | No comparison | 3 | SEC filing |
| Jun 7, 2013 | Initial | $45,000 | No comparison | 2 | SEC filing |
| Jun 6, 2012 | Initial | $321,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-494722
Convertible Promissory Note
Source: Form D, filed Oct 13, 2023. 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 |
|---|---|
| Donna Arles | Executive |
| Timothy Boykin | Executive |
| Tim Boykin | Executive |
| Justin Brownhill | Director |
| Frederick E Bryant | Director |
| Fred E Bryant | Executive |
| Fredrick Bryant Jr | Director |
| Frederick E Bryant, Jr. | Director, Executive |
| Theodore Chandler | Director |
| Ted Chandler | Director |
| Mathew Dellorso | Executive |
| Mat Dellorso | Director, Executive |
| Carl E Hanes | Director |
| Victor J Mac Laughlin | Executive |
| Brendan Mathews | Director |
| Bredan Mathews | Director |
| David W Owings | Executive |
| Obie Quelland | Executive |
| James L Raper | Executive |
| Bill Robbins | Director, Executive |
| George W Robbins | Executive |
| Eric Tolbert | Director |
Issuer details
Industry: Business Services (See others in industry)
Address:
Wealth Forge Holdings, Inc. Suite 102
3015 W. Moore Street, VA, 23230
3015 W. Moore Street, VA, 23230