Data / Form D filings / WealthForge Holdings, Inc.
WealthForge Holdings, Inc.: Form D filings
WealthForge Holdings, Inc., a business services company in 3015 W. Moore Street, VA, filed 15 Form D notices with the SEC between 2012 and 2023. The latest, on October 13, 2023, reports an offering of $1 million with nothing sold yet.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- WealthForge Holdings, Inc., SUITE 102, 3015 W. Moore Street, VA, 23230
- Phone
- (804) 308-0431
- Industry
- Business Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1550313
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 13, 2023 | New notice | $1,000,000 | $0 | $1,000,000 | 0 | Yet to occur | sec.gov |
| Jan 7, 2020 | New notice | $135,000 | $135,000 | 4 | Jan 1, 2020 | sec.gov | |
| Apr 1, 2019 | New notice | $3,000,000 | $3,000,000 | 15 | Mar 29, 2019 | sec.gov | |
| Apr 25, 2017 | New notice | $1,560,000 | $1,000,000 | $560,000 | 1 | Apr 21, 2017 | sec.gov |
| Sep 26, 2016 | New notice | $2,500,000 | $0 | $2,500,000 | 0 | Yet to occur | sec.gov |
| Sep 4, 2015 | Amendment | $5,000,000 | $2,229,072 | $2,770,928 | 7 | Aug 19, 2015 | sec.gov |
| Sep 2, 2015 | New notice | $5,000,000 | $2,229,072 | $2,770,928 | 7 | Aug 19, 2015 | sec.gov |
| Jun 3, 2015 | Amendment | $500,000 | $45,000 | $455,000 | 2 | May 30, 2013 | sec.gov |
| Jun 3, 2015 | Amendment | $500,000 | $321,000 | $179,000 | 3 | Mar 22, 2012 | sec.gov |
| Jun 3, 2015 | Amendment | $200,000 | $95,000 | $105,000 | 3 | Nov 22, 2010 | sec.gov |
| Sep 2, 2014 | New notice | $1,000,000 | $1,000,000 | 10 | Aug 31, 2014 | sec.gov | |
| Sep 18, 2013 | New notice | $3,000,000 | $550,000 | $2,450,000 | 2 | Aug 29, 2013 | sec.gov |
| Jul 31, 2013 | New notice | $200,000 | $95,000 | $105,000 | 3 | Nov 22, 2010 | sec.gov |
| Jun 7, 2013 | New notice | $500,000 | $45,000 | $455,000 | 2 | May 30, 2013 | sec.gov |
| Jun 6, 2012 | New notice | $500,000 | $321,000 | $179,000 | 3 | Mar 22, 2012 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| James L Raper | Executive Officer | |
| George W Robbins | Executive Officer | |
| Justin L Brownhill | Director | |
| Bredan L Mathews | Director | |
| Mathew L Dellorso | Executive Officer | |
| Theodore L Chandler | Director | |
| Fredrick L Bryant Jr | Director | |
| Donna L Arles | Executive Officer |
Other business services companies in Virginia that filed recently
- Homewood Rentals LLC $8.6 million · Sep 9, 2026
- Red Gate Group, Ltd $227,000 · Aug 27, 2026
- Anchor Nuclear Solutions, LLC $252,000 · Aug 12, 2026
Every Form D from the week of Oct 9, 2023 · All recent filings in Virginia · All recent Business Services filings
Read from SEC EDGAR. Amount sold is what WealthForge Holdings, 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.