BPV WEALTH MANAGEMENT, LLC

Profile

Company Names

BPV WEALTH MANAGEMENT, LLC
BPV CAPITAL MANAGEMENT, LLC

Addresses

9202 S. NORTHSHORE DRIVE SUITE 300, KNOXVILLE, TN 37922

Phone Numbers

865-243-8000

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

INVESTING

Year Incorporated:

2009

State Incorporated:

DELAWARE

Total Amount Raised:

$15,887,653.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2014-12-16 
$9,911,629.00 
$18,249,975.00 
$8,338,346.00 
Equity 
1
2011-12-21 
$5,976,024.00 
$7,000,000.00 
$1,023,976.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
CAROL 
 
JOHNSON 
EXECUTIVE OFFICER
BPV WEALTH MANAGEMENT, LLC   |  CJ NOTARY + BUSINESS SERVICES, INC.   |  AVISON YOUNG (CANADA), INC.   |  AVISON YOUNG (CANADA) INC.
GREGORY 
 
NEEDHAM 
EXECUTIVE OFFICER
BPV WEALTH MANAGEMENT, LLC   |  BPV CAPITAL MANAGEMENT, LLC
MICHAEL 
R. 
WEST 
EXECUTIVE OFFICER
QUINTIUM FUND LP   |  QUINTIUM WEALTH PRESERVATION FUND, L.P.   |  3GS LLC   |  BPV WEALTH MANAGEMENT, LLC   |  BPV CAPITAL MANAGEMENT, LLC   |  NORTHSHORE MANAGEMENT CO LLC   |  BACK PORCH SOLUTIONS, LLC   |  BLUEGRASS LAKE, LLC   |  ADVISOR STRATEGIES, LLC   |  LIRIO, LLC   |  LIRIO, INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2016-02-24
D/A
Link
INVESTING 
 
$1,000,001 - $5,000,000 
Equity 
2014-12-16 
2015-11-13
D/A
Link
INVESTING 
 
$1,000,001 - $5,000,000 
Equity 
2014-12-16 
2013-04-02
D/A
Link
INVESTING 
 
$1,000,001 - $5,000,000 
Equity 
2011-12-21 
2012-04-03
D
Link
INVESTING 
 
$1,000,001 - $5,000,000 
Equity 
2011-12-21 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#