FINANCEWARE HOLDINGS LLC

Profile

Company Names

FINANCEWARE HOLDINGS LLC
WEALTHCARE HOLDINGS LLC

Addresses

555 LANCASTER AVENUE, 3RD FLOOR, RADNOR, PA 19087

555 LANCASTER AVENUE, SUITE 444, RADNOR, PA 19087

Phone Numbers

(610)-567-2380

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER, POOLED INVESTMENT FUND

Year Incorporated:

2013

State Incorporated:

DELAWARE

Total Amount Raised:

$63,415,505.00

Number of Funding Rounds:

4
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
4
2022-01-01 
$36,039,795.00 
$36,039,795.00 
$0.00 
Equity 
3
2018-11-30 
$20,125,710.00 
$22,000,000.00 
$1,874,290.00 
Equity 
2
2018-04-30 
$3,500,000.00 
$3,500,000.00 
$0.00 
Equity 
1
2013-12-20 
$3,750,000.00 
$3,750,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
MICHAEL 
 
ASHKER 
DIRECTOR
JUSTIN 
 
DUBRUELER 
EXECUTIVE OFFICER
WALTER 
 
MANER 
EXECUTIVE OFFICER, DIRECTOR
WALTER 
MANER, IV 
EXECUTIVE OFFICER, DIRECTOR
WILLAIM 
 
MORRISSEY 
DIRECTOR
KEVIN 
 
RAFFERTY 
EXECUTIVE OFFICER, DIRECTOR
LEONARD 
 
REINHART 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2022-01-01 
D
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2018-11-30 
D
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2018-04-30 
D
POOLED INVESTMENT FUND 
 
NOT APPLICABLE 
Equity 
2013-12-20 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#