# Wealthforge Securities, LLC: fundraiser

> Wealthforge Securities, LLC placed 171 company rounds filed with the SEC, most recently Oct 2023. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/wealthforge-securities-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Wealthforge Securities, LLC

Fundraiser Registered broker-dealer

# Wealthforge Securities, LLC

FINRA 152550 · placing rounds since Jan 2016

**171** company rounds placed

**0** in the last two years, last Oct 2023

**$118M** sold 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.

**6** 23Q2 **1** 23Q3 **1** 23Q4

## What they place

- Other **89%**
- Investing **5%**
- Other Technology **3%**
- Restaurants **1%**
- Retailing **1%**
- Telecommunications **1%**
- Insurance **1%**

## How big the rounds are

- Under $1M **140**
- $1M to $5M **36**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **0**

## Where the companies are

**NY** 159 **TX** 8 **CA** 4 **MA** 3 **VA** 3 **CT** 3 **SD** 2 **OH** 2

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/wealthforge-securities-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/wealthforge-securities-llc?show=all)

Filed Issuer Industry Sold

Oct 2023 Agate Stone Management LLC Agents: WealthForge Securities LLC Other **$330k**

Jul 2023 Amber Beach Management LLC Agents: WealthForge Securities LLC Other **$55k**

Jun 2023 Pavo Ventures LLC Agents: WealthForge Securities LLC Other **$330k**

Jun 2023 Purple Stone Management LLC Agents: WealthForge Securities LLC Other **$330k**

Jun 2023 Epona Ventures LLC Agents: WealthForge Securities LLC Other **$2.3M**

May 2023 Ruthenium Rock Management LLC Agents: WealthForge Securities LLC Other **$250k**

Apr 2023 Abess Management LLC Agents: WealthForge Securities LLC Other **$110k**

Apr 2023 Dea Matrona Ventures LLC Agents: WealthForge Securities LLC Other **$330k**

Feb 2023 Orinoco River Partners LLC Agents: WealthForge Securities LLC Other **$330k**

Feb 2023 Ewan Strome Management LLC Agents: WealthForge Securities LLC Other **$330k**

Feb 2023 Cissonia Ventures LLC Agents: WealthForge Securities LLC Other **$3.4M**

Nov 2022 Lindgren Bathgate Management LLC Agents: WealthForge Securities LLC Other **$330k**

Oct 2022 Sigmund Ventures LLC Agents: WealthForge Securities LLC Other **$330k**

Sept 2022 Winter Forest Management LLC Agents: WealthForge Securities LLC Other **$330k**

Aug 2022 Auriga Stream Ventures LLC Agents: WealthForge Securities LLC Other **$450k**

Aug 2022 Artio Ventures LLC Agents: WealthForge Securities LLC Other **$350k**

Jul 2022 Green Hall Ventures LLC Agents: WealthForge Securities LLC Other **$317k**

Jul 2022 Benda Ventures LLC Agents: WealthForge Securities LLC Other **$490k**

Jun 2022 Tucana Stream Ltd Ventures LLC Agents: WealthForge Securities LLC Other **$469k**

Apr 2022 Orange Stone Management LLC Agents: WealthForge Securities LLC Other **$550k**

Jan 2022 Volans United Ltd Ventures LLC Agents: WealthForge Securities LLC Other **$660k**

Jan 2022 Emerald Stone Management LLC Agents: WealthForge Securities LLC Other **$300k**

Dec 2021 Nordura Ventures LLC Agents: WealthForge Securities LLC Other **$330k**

Dec 2021 Visucius Ventures LLC Agents: WealthForge Securities LLC Other **$460k**

Nov 2021 Spring Forest Management LLC Agents: WealthForge Securities LLC Other **$250k**

Oct 2021 Magledin Spring Ventures LLC Agents: WealthForge Securities LLC Other **$250k**

Oct 2021 Palledorous Ltd Ventures LLC Agents: WealthForge Securities LLC Other **$500k**

Oct 2021 Tura Ventures LLC Agents: WealthForge Securities LLC Other **$1.0M**

Sept 2021 Summer Forest Management LLC Agents: WealthForge Securities LLC Other **$396k**

Aug 2021 Vosegus Ventures LLC Agents: WealthForge Securities LLC Other **$413k**

Jul 2021 Silver Bay Partners LLC Agents: WealthForge Securities LLC Other **$550k**

Jul 2021 Salk Ventures LLC Agents: WealthForge Securities LLC Other **$523k**

Jun 2021 Summer City Desert Ventures LLC Agents: WealthForge Securities LLC Other **$413k**

Jun 2021 Snowy Auburn Hills Ventures LLC Agents: WealthForge Securities LLC Other **$385k**

Apr 2021 Virotutis Ventures LLC Agents: WealthForge Securities LLC Other **$209k**

Apr 2021 Blue Ricard Ventures LLC Agents: WealthForge Securities LLC Other **$350k**

Mar 2021 Summer Hill Advisors LLC Agents: WealthForge Securities LLC Other **$308k**

Mar 2021 Rudobius Ventures LLC Agents: WealthForge Securities LLC Other **$330k**

Mar 2021 Delong Hoppus Ventures LLC Agents: WealthForge Securities LLC Other **$1.0M**

Mar 2021 Autumn Garden Management LLC Agents: WealthForge Securities LLC Other **$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, LLC** 2 rounds together](https://millionrounds.com/providers/transact-capital-securities-llc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

## Is this Wealthforge Securities, LLC?

Claim the page to describe your work in your own words. Free.

[Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)
