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Allworth Management Holdings, LLC raises an open-ended under Reg D
Company raise · Pre-first close · FOLSOM, CA · Form D filed 2026-07-20
First raise on EDGARBusiness combination
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.
People on the filing
| Nicole Lawson | Director of the Managing Member |
| Max Rakhlin | Director of the Managing Member |
| n/a AWF Consolidated Holdings GP, LLC | Managing Member of the Issuer |
| Kathy Reiland | Director of the Managing Member |
| Imran Siddiqui | Director of the Managing Member |
| Mark Vassallo | Director of the Managing Member |
| Tom Naratil | Director of the Managing Member |
| Pete Engelken | Executive Officer of the Issuer |
| Chris Oddy | Executive Officer of the Issuer |
| Tagar Olson | Director of the Managing Member |
| Colin Rhind | Director of the Managing Member |
| John Bunch | Director of the Managing Member, Executive Officer of the Issuer |
Signed by Chris Oddy, CFO.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.