Wealthforge Holdings, Inc.

Virginia
Registered In
08/06/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Wealthforge Holdings, Inc. at 3015 Moore St, Richmond, Va 23230 lists Bill Robbins and Brendan Mathews as associates.

Overview

Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Tina P Mcrae Registered Agent
4456 CORPORATION LN STE 135, VIRGINIA BEACH, VA 23462
Bill Robbins CEO
Brendan Mathews
Justin Brownhill
Fred Bryant
Ted Chandler
Matthew Dellorso Chief Revenue O
Obie Quelland CTO
Jim Raper S M D OF O&
Showing 10 of 13 associates. Create a free account to view the complete list and historical changes.

Map & Locations

3015 MOORE ST, RICHMOND, VA 23230 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Wealthforge Holdings, Inc.

Form 5500

WEALTHFORGE HOLDINGS, INC

3015 West Moore St. Suite 102, Richmond, Va 23230 (804) 308-0431 EIN:38-3818278 Plan Admin:Donna Arles
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWEALTHFORGE HOLDINGS, INC 401K PLAN Plan #001 Participants BOY/EOY61 / 29 Assets BOY/EOY$918,153 / $883,144 2023 WEALTHFORGE HOLDINGS, INC 401K PLAN - Plan #001 61 / 29 $918,153 / $883,144
2022 Plan NameWEALTHFORGE HOLDINGS, INC 401K PLAN Plan #001 Participants BOY/EOY57 / 61 Assets BOY/EOY$877,861 / $918,153 2022 WEALTHFORGE HOLDINGS, INC 401K PLAN - Plan #001 57 / 61 $877,861 / $918,153
2021 Plan NameWEALTHFORGE HOLDINGS, INC 401K PLAN Plan #001 Participants BOY/EOY38 / 58 Assets BOY/EOY$477,240 / $877,861 2021 WEALTHFORGE HOLDINGS, INC 401K PLAN - Plan #001 38 / 58 $477,240 / $877,861
2020 Plan NameWEALTHFORGE HOLDINGS, INC 401K PLAN Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$267,697 / $477,240 2020 WEALTHFORGE HOLDINGS, INC 401K PLAN - Plan #001 33 / 35 $267,697 / $477,240
2019 Plan NameWEALTHFORGE HOLDINGS, INC 401K PLAN Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$114,436 / $267,697 2019 WEALTHFORGE HOLDINGS, INC 401K PLAN - Plan #001 33 / 33 $114,436 / $267,697
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WEALTHFORGE HOLDINGS, INC

3015 W Moore St STE 102, RICHMOND, VA 23230-4507 Industry:Offices of Other Holding Companies Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$585,000 Forgiven$588,125 LenderSouthState Bank, National Association Jobs33 04/15/2020 $585,000 $588,125 SouthState Bank, National Association 33
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Wealthforge Holdings, Inc. Registered in Colorado
Richmond, VA Brighton, CO View Report
Address Match:3015 Moore St Richmond, VA
Naborforce, Inc. Registered in Virginia
Richmond, VA View Report
Wealthforge Distributors, LLC Registered in Virginia
Richmond, VA View Report
Wealthforge Securities, LLC Registered in Massachusetts
Boston, MA Richmond, VA View Report
Wealthforge Securities, LLC Registered in Virginia
Richmond, VA View Report
Wealthforge Securities, LLC Registered in California
Richmond, VA San Clemente, CA View Report
Wealthforge Technologies, LLC Registered in Virginia
Richmond, VA View Report
Naborforce, Inc. Registered in North Carolina
Raleigh, NC Richmond, VA View Report
Wealthforge Advisors, LLC Registered in Virginia
Richmond, VA View Report
Person/City Match:Tina P Mcrae - Virginia Beach, VA
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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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