Fundraisers / Wealthforge Securities, LLC

FundraiserRegistered broker-dealer

Wealthforge Securities, LLC

FINRA 152550 · placing rounds since Jan 2016

171company rounds placed
0in the last two years, last Oct 2023
$118Msold in the rounds they placed
10.0%typical commission; the median firm takes 4.9%

Named on 550 Form D filings as paid to sell the offering: 171 for operating companies, 37 for funds, 342 for real estate. 27 registered agents named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

623Q2123Q3123Q4

What they place

186rounds
  • Other89%
  • Investing5%
  • Other Technology3%
  • Restaurants1%
  • Retailing1%
  • Telecommunications1%
  • Insurance1%

How big the rounds are

  1. Under $1M140
  2. $1M to $5M36
  3. $5M to $20M0
  4. $20M to $100M0
  5. $100M+0

Where the companies are

NY159TX8CA4MA3VA3CT3SD2OH2

Rounds they placed

Company roundsEverything, funds and real estate too

FiledIssuerIndustrySold
Oct 2023Agate Stone Management LLCAgents: WealthForge Securities LLCOther$330k
Jul 2023Amber Beach Management LLCAgents: WealthForge Securities LLCOther$55k
Jun 2023Pavo Ventures LLCAgents: WealthForge Securities LLCOther$330k
Jun 2023Purple Stone Management LLCAgents: WealthForge Securities LLCOther$330k
Jun 2023Epona Ventures LLCAgents: WealthForge Securities LLCOther$2.3M
May 2023Ruthenium Rock Management LLCAgents: WealthForge Securities LLCOther$250k
Apr 2023Abess Management LLCAgents: WealthForge Securities LLCOther$110k
Apr 2023Dea Matrona Ventures LLCAgents: WealthForge Securities LLCOther$330k
Feb 2023Orinoco River Partners LLCAgents: WealthForge Securities LLCOther$330k
Feb 2023Ewan Strome Management LLCAgents: WealthForge Securities LLCOther$330k
Feb 2023Cissonia Ventures LLCAgents: WealthForge Securities LLCOther$3.4M
Nov 2022Lindgren Bathgate Management LLCAgents: WealthForge Securities LLCOther$330k
Oct 2022Sigmund Ventures LLCAgents: WealthForge Securities LLCOther$330k
Sept 2022Winter Forest Management LLCAgents: WealthForge Securities LLCOther$330k
Aug 2022Auriga Stream Ventures LLCAgents: WealthForge Securities LLCOther$450k
Aug 2022Artio Ventures LLCAgents: WealthForge Securities LLCOther$350k
Jul 2022Green Hall Ventures LLCAgents: WealthForge Securities LLCOther$317k
Jul 2022Benda Ventures LLCAgents: WealthForge Securities LLCOther$490k
Jun 2022Tucana Stream Ltd Ventures LLCAgents: WealthForge Securities LLCOther$469k
Apr 2022Orange Stone Management LLCAgents: WealthForge Securities LLCOther$550k
Jan 2022Volans United Ltd Ventures LLCAgents: WealthForge Securities LLCOther$660k
Jan 2022Emerald Stone Management LLCAgents: WealthForge Securities LLCOther$300k
Dec 2021Nordura Ventures LLCAgents: WealthForge Securities LLCOther$330k
Dec 2021Visucius Ventures LLCAgents: WealthForge Securities LLCOther$460k
Nov 2021Spring Forest Management LLCAgents: WealthForge Securities LLCOther$250k
Oct 2021Magledin Spring Ventures LLCAgents: WealthForge Securities LLCOther$250k
Oct 2021Palledorous Ltd Ventures LLCAgents: WealthForge Securities LLCOther$500k
Oct 2021Tura Ventures LLCAgents: WealthForge Securities LLCOther$1.0M
Sept 2021Summer Forest Management LLCAgents: WealthForge Securities LLCOther$396k
Aug 2021Vosegus Ventures LLCAgents: WealthForge Securities LLCOther$413k
Jul 2021Silver Bay Partners LLCAgents: WealthForge Securities LLCOther$550k
Jul 2021Salk Ventures LLCAgents: WealthForge Securities LLCOther$523k
Jun 2021Summer City Desert Ventures LLCAgents: WealthForge Securities LLCOther$413k
Jun 2021Snowy Auburn Hills Ventures LLCAgents: WealthForge Securities LLCOther$385k
Apr 2021Virotutis Ventures LLCAgents: WealthForge Securities LLCOther$209k
Apr 2021Blue Ricard Ventures LLCAgents: WealthForge Securities LLCOther$350k
Mar 2021Summer Hill Advisors LLCAgents: WealthForge Securities LLCOther$308k
Mar 2021Rudobius Ventures LLCAgents: WealthForge Securities LLCOther$330k
Mar 2021Delong Hoppus Ventures LLCAgents: WealthForge Securities LLCOther$1.0M
Mar 2021Autumn Garden Management LLCAgents: WealthForge Securities LLCOther$1.5M

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

Transact Capital Securities, LLC2 rounds together

Founders who worked with them

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