About WealthForge Holdings
WealthForge Holdings is a private company based in 3015 W. Moore Street, Virginia. It has reported $8,375,072 raised in 11 offerings on Form D since July 2013.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Not yet | Oct 13, 2023 | $0of $1.0M target | 0 | — | Convertible Promissory NoteRule 506(b) | Form D ↗ |
| Jan 1, 2020 | Jan 7, 2020 | $135,000fully sold | 4 | $33,750 | OptionsRule 506(b) | Form D ↗ |
| Mar 29, 2019 | Apr 1, 2019 | $3,000,000fully sold | 15 | $200K | EquityRule 506(b) | Form D ↗ |
| Apr 21, 2017 | Apr 25, 2017 | $1,000,000of $1.5M target | 1 | $1.0M | Convertible debtRule 506(b) | Form D ↗ |
| Not yet | Sep 26, 2016 | $0of $2.5M target | 0 | — | Convertible DebtRule 506(c) | Form D ↗ |
| Aug 19, 2015 | Sep 2, 2015amended Sep 4, 2015 | $2,229,072of $5.0M target | 7 | $318K | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| Aug 31, 2014 | Sep 2, 2014 | $1,000,000fully sold | 10 | $100K | Convertible debt securitiesRule 506(b) | Form D ↗ |
| Aug 29, 2013 | Sep 18, 2013 | $550,000of $3.0M target | 2 | $275K | Equity06 | Form D ↗ |
| Nov 22, 2010 | Jul 31, 2013amended Jun 3, 2015 | $95,000of $200K target | 3 | $31,667 | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| May 30, 2013 | Jun 7, 2013amended Jun 3, 2015 | $45,000of $500K target | 2 | $22,500 | DebtRule 506(b) | Form D/A ↗1 earlier filing |
| Mar 22, 2012 | Jun 6, 2012amended Jun 3, 2015 | $321,000of $500K target | 3 | $107K | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| Total, 11 offerings | $8,375,072 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on WealthForge Holdings's Form D filed Oct 13, 2023.
Earlier filings also listed Timothy Boykin (executive officer, last listed Jan 2020), Obie Quelland (executive officer, last listed Jan 2020), Brendan Mathews (director, last listed Jan 2020), Ted Chandler (director, last listed Apr 2017), Mat Dellorso (executive officer and director, last listed Apr 2017), Eric Tolbert (director, last listed Apr 2017), Bill Robbins (executive officer and director, last listed Apr 2017) and Frederick Bryant (executive officer, last listed Sep 2015).