Data / Form D filings / Selective Wealth Management, Inc.
Selective Wealth Management, Inc.: Form D filing
Selective Wealth Management, Inc., an investing company in Lynchburg, VA, filed a Form D with the SEC in 2018. The latest, on December 12, 2018, reports $600,000 sold of a $13.2 million offering to 1 investor.
Find out what Selective Wealth Management, Inc. 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
- 828 MAIN ST, SUITE 1101, Lynchburg, VA, 24504
- Phone
- (434) 515-1517
- Industry
- Investing
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- $1 - $1,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1755670
The full lists. Form D filings in Virginia: 771 rows, $38.55, or the new rows each week for $19 a month. Form D filings in Investing: 1,820 rows, $91, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Dec 12, 2018 | New notice | $13,200,000 | $600,000 | $12,600,000 | 1 | Nov 26, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Josh J. Standeven | Executive Officer, Director | |
| Matthew Schubert | Executive Officer, Director | |
| Christopher J. Devlin | Executive Officer, Director |
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Every Form D from the week of Dec 10, 2018 · All recent filings in Virginia · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Selective Wealth Management, Inc. 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.
$10 of credit on sign-up, no card.