WEALTHFORGE HOLDINGS, INC.

Profile

Company Names

WEALTHFORGE HOLDINGS, INC.

Addresses

3015 W. MOORE STREET, RICHMOND, VA 23230

6800 PARAGON PLACE, SUITE 237, RICHMOND, VA 23230

8001 FRANKLIN FARMS DR., SUITE 100, RICHMOND, VA 23229

Phone Numbers

(804) 308-0431

 

Entity Type:

CORPORATION

Industry:

OTHER TECHNOLOGY, OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2010

State Incorporated:

DELAWARE

Total Amount Raised:

$8,375,072.00

Number of Funding Rounds:

9
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
9
2020-01-01 
$135,000.00 
$135,000.00 
$0.00 
 
8
2019-03-29 
$3,000,000.00 
$3,000,000.00 
$0.00 
Equity 
7
2017-04-21 
$1,000,000.00 
$1,560,000.00 
$560,000.00 
 
6
2015-08-19 
$2,229,072.00 
$5,000,000.00 
$2,770,928.00 
Equity 
5
2014-08-31 
$1,000,000.00 
$1,000,000.00 
$0.00 
 
4
2013-08-29 
$550,000.00 
$3,000,000.00 
$2,450,000.00 
Equity 
3
2013-05-30 
$45,000.00 
$500,000.00 
$455,000.00 
Debt 
2
2012-03-22 
$321,000.00 
$500,000.00 
$179,000.00 
Equity 
1
2010-11-22 
$95,000.00 
$200,000.00 
$105,000.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
TIM 
 
BOYKIN 
EXECUTIVE OFFICER
TIMOTHY 
 
BOYKIN 
EXECUTIVE OFFICER
FRED 
BRYANT 
EXECUTIVE OFFICER
FREDERICK 
BRYANT 
DIRECTOR
FREDERICK 
BRYANT, JR. 
EXECUTIVE OFFICER, DIRECTOR
THEODORE 
 
CHANDLER 
DIRECTOR
MAT 
 
DELLORSO 
EXECUTIVE OFFICER, DIRECTOR
MATHEW 
 
DELLORSO 
EXECUTIVE OFFICER, DIRECTOR
MATHEW 
DELLORSO 
EXECUTIVE OFFICER, DIRECTOR
CARL 
HANES 
DIRECTOR
VICTOR 
MACLAUGHLIN 
EXECUTIVE OFFICER
BRENDAN 
 
MATHEWS 
DIRECTOR
DAVID 
OWINGS 
EXECUTIVE OFFICER
OBIE 
 
QUELLAND 
EXECUTIVE OFFICER
JAMES 
 
RAPER 
EXECUTIVE OFFICER
JAMES 
RAPER 
EXECUTIVE OFFICER
BILL 
 
ROBBINS 
EXECUTIVE OFFICER, DIRECTOR
GEORGE 
ROBBINS 
EXECUTIVE OFFICER, DIRECTOR
ERIC 
 
TOLBERT 
DIRECTOR
ERIC 
TOLBERT 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
 
2020-01-01 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-29 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1,000,001 - $5,000,000 
 
2017-04-21 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
$1,000,001 - $5,000,000 
Equity 
2015-08-19 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1,000,001 - $5,000,000 
Equity 
2015-08-19 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2013-05-30 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Equity 
2010-11-22 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Equity 
2012-03-22 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
 
2014-08-31 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Equity 
2013-08-29 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Equity 
2010-11-22 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2013-05-30 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Equity 
2012-03-22 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#