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
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MICHAEL
ASHKER
DIRECTOR
JAMES
ASHTON
DIRECTOR
LEE
GARBER
EXECUTIVE OFFICER, DIRECTOR
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Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#

