0001595549-22-000001.txt : 20220114 0001595549-22-000001.hdr.sgml : 20220114 20220114102618 ACCESSION NUMBER: 0001595549-22-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220114 DATE AS OF CHANGE: 20220114 EFFECTIVENESS DATE: 20220114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financeware Holdings LLC CENTRAL INDEX KEY: 0001595549 IRS NUMBER: 463847427 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-429482 FILM NUMBER: 22530699 BUSINESS ADDRESS: STREET 1: 555 LANCASTER AVENUE STREET 2: 3RD FLOOR CITY: RADNOR STATE: PA ZIP: 19087 BUSINESS PHONE: (610)-567-2380 MAIL ADDRESS: STREET 1: 555 LANCASTER AVENUE STREET 2: 3RD FLOOR CITY: RADNOR STATE: PA ZIP: 19087 FORMER COMPANY: FORMER CONFORMED NAME: Wealthcare Holdings LLC DATE OF NAME CHANGE: 20131230 D 1 primary_doc.xml X0708 D LIVE 0001595549 Financeware Holdings LLC 555 LANCASTER AVENUE 3RD FLOOR RADNOR PA PENNSYLVANIA 19087 (610) 567-2380 DELAWARE Wealthcare Holdings LLC Limited Liability Company true Lee Garber 555 LANCASTER AVENUE 3rd Floor RADNOR PA PENNSYLVANIA 19087 Director Manager and Vice President of the Issuer James Ashton 555 LANCASTER AVENUE 3rd Floor RADNOR PA PENNSYLVANIA 19087 Director Manager of the Issuer Robert Greifeld 555 LANCASTER AVENUE 3rd Floor RADNOR PA PENNSYLVANIA 19087 Director Manager of the Issuer Anna Ewing 555 LANCASTER AVENUE 3rd Floor RADNOR PA PENNSYLVANIA 19087 Director Manager of the Issuer Willaim Morrissey 555 LANCASTER AVENUE 3rd Floor RADNOR PA PENNSYLVANIA 19087 Director Manager of the Issuer Robert Ward 555 LANCASTER AVENUE 3rd Floor Radnor PA PENNSYLVANIA 19087 Executive Officer Director Manager and Chief Executive Officer of the Issuer Justin DuBrueler 555 LANCASTER AVENUE 3rd Floor Radnor PA PENNSYLVANIA 19087 Executive Officer Chief Financial Officer Other Decline to Disclose 06b false 2022-01-01 false true false 0 36039795 36039795 0 false 1 0 0 0 false Financeware Holdings LLC /s/ Lee Garber Lee Garber Manager and Vice President 2022-01-14