Data / Form D filings / Allworth Management Holdings, LLC
Allworth Management Holdings, LLC: Form D filing
Allworth Management Holdings, LLC, a company in Folsom, CA, filed a Form D with the SEC in 2026. The latest, on July 20, 2026, reports an offering of no set size with nothing sold yet.
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Company details from the filing
- Address
- 340 PALLADIO PARKWAY, SUITE 501, Folsom, CA, 95630
- Phone
- (916) 426-1545
- Industry
- Other
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2026
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2142442
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 20, 2026 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| n/a AWF Consolidated Holdings GP, LLC | Promoter | Managing Member of the Issuer |
| Tagar Olson | Director | Director of the Managing Member |
| Kathy Reiland | Director | Director of the Managing Member |
| Colin Rhind | Director | Director of the Managing Member |
| Max Rakhlin | Director | Director of the Managing Member |
| Mark Vassallo | Director | Director of the Managing Member |
| Tom Naratil | Director | Director of the Managing Member |
| Nicole Lawson | Director | Director of the Managing Member |
| Imran Siddiqui | Director | Director of the Managing Member |
| John Bunch | Executive Officer, Director | Director of the Managing Member, Executive Officer of the Issuer |
| Pete Engelken | Executive Officer | Executive Officer of the Issuer |
| Chris Oddy | Executive Officer | Executive Officer of the Issuer |
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Every Form D from the week of Jul 20, 2026 · All recent filings in California · All recent Other filings
Read from SEC EDGAR. Amount sold is what Allworth Management Holdings, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.