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Data / Form D filings / WealthPhase, Inc.

WealthPhase, Inc.: Form D filing

WealthPhase, Inc., a business services company in Portland, OR, filed a Form D with the SEC in 2014. The latest, on December 8, 2014, reports an offering of $1.8 million with nothing sold yet.

Find out what WealthPhase, Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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
01991 SW PALATINE HILL ROAD, Portland, OR, 97219
Phone
(503) 679-8914
Industry
Business Services
Entity type
Corporation
Incorporated in
Delaware
Year incorporated
2014
Revenue range
No Revenues
Exemptions claimed
Rule 505
SEC identifier (CIK)
1626874

The full lists. Form D filings in Oregon: 434 rows, $21.70, or the new rows each week for $19 a month. Form D filings in Business Services: 760 rows, $38, 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, street, city, state, ZIP and 4 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

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Dec 8, 2014New notice$1,750,000$0$1,750,0000Yet to occursec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
Ashton Grant RootExecutive Officer

Every Form D from the week of Dec 8, 2014 · All recent filings in Oregon · All recent Business Services filings

Read from SEC EDGAR. Amount sold is what WealthPhase, 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.