Data / Form D filings / Consolidated Wealth Management, LLC
Consolidated Wealth Management, LLC: Form D filing
Consolidated Wealth Management, LLC, an investing company in Houston, TX, filed a Form D with the SEC in 2014. The latest, on August 14, 2014, reports $851,357 sold of an offering with no set size to 12 investors.
Find out what Consolidated Wealth Management, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 5300 MEMORIAL DRIVE, SUITE 970, Houston, TX, 77007
- Phone
- (713) 880-4141
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Texas
- Revenue range
- $1,000,001 - $5,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1615913
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Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 14, 2014 | New notice | Indefinite | $851,357 | Indefinite | 12 | Jul 22, 2014 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John Edward Spalding | Executive Officer | |
| Deanna Jo Osborne | Executive Officer |
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Read from SEC EDGAR. Amount sold is what Consolidated Wealth Management, 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.
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