# Financeware Holdings LLC — Form D

Financeware Holdings LLC of RADNOR, PA, a company, filed a Form D exempt-offering notice with the SEC on 2018-05-14. The offering totals $3.5M, of which $3.5M was reported sold. Industry: Other.

## Offering

- Filed: 2018-05-14
- Form: D
- Accession: 0001595549-18-000003
- Industry: Other
- Exemptions: 06b
- Total offering: $3.5M
- Amount sold: $3.5M
- Investors: 11
- Date of first sale: 2018-04-30
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-312306

## Issuer

- Name: Financeware Holdings LLC
- CIK: 0001595549
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2013
- Address: 555 LANCASTER AVENUE, RADNOR, PA, 19087
- Phone: (610) 567-2380

## Officers, directors & promoters (24)

| Name | Role | Location |
| --- | --- | --- |
| Robert Greifeld | Director | Jupiter, FL |
| Lee Garber | Director | Radnor, PA |
| Lee Garber | Executive Officer | Radnor, PA |
| MICHAEL ASHKER | Director | SAN MATEO, CA |
| Walter Maner | Director | Radnor, PA |
| Walter Maner | Executive Officer | Radnor, PA |
| James Ashton | Director | Radnor, PA |
| Jonathan Schwartz | Executive Officer | Henrico, VA |
| Robert Ward | Director | Dallas, TX |
| Robert Ward | Executive Officer | Dallas, TX |
| Anna Ewing | Director | RADNOR, PA |
| Willaim Morrissey | Director | RADNOR, PA |
| Justin DuBrueler | Executive Officer | Radnor, PA |
| Walter P Maner, IV | Director | RADNOR, PA |
| Walter P Maner, IV | Executive Officer | RADNOR, PA |
| Lee P Garber | Director | RADNOR, PA |
| James P Ashton | Director | RADNOR, PA |
| Leonard P Reinhart | Director | RADNOR, PA |
| Robert P Greifeld | Director | RADNOR, PA |
| Anna P Ewing | Director | RADNOR, PA |
| Justin P DuBrueler | Executive Officer | Radnor, PA |
| Kevin P Rafferty | Director | Radnor, PA |
| Kevin P Rafferty | Executive Officer | Radnor, PA |
| Leonard Reinhart | Director | RADNOR, PA |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2022-01-14](https://search.stillhousedata.com/formd/0001595549-22-000001) | D | $36.0M | $36.0M |
| [2018-12-21](https://search.stillhousedata.com/formd/0001595549-18-000004) | D | $22.0M | $20.1M |
| [2014-01-06](https://search.stillhousedata.com/formd/0001595549-14-000001) | D | $3.8M | $3.8M |

## More

- [CIK 1595549 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1595549&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001595549-18-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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