0001615913-14-000001.txt : 20140814 0001615913-14-000001.hdr.sgml : 20140814 20140813212217 ACCESSION NUMBER: 0001615913-14-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140813 EFFECTIVENESS DATE: 20140814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Consolidated Wealth Management, LLC CENTRAL INDEX KEY: 0001615913 IRS NUMBER: 208180518 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-222897 FILM NUMBER: 141039163 BUSINESS ADDRESS: STREET 1: 5300 MEMORIAL DRIVE STREET 2: SUITE 970 CITY: HOUSTON STATE: TX ZIP: 77007 BUSINESS PHONE: 713-880-4141 MAIL ADDRESS: STREET 1: 5300 MEMORIAL DRIVE STREET 2: SUITE 970 CITY: HOUSTON STATE: TX ZIP: 77007 D 1 primary_doc.xml X0707 D LIVE 0001615913 Consolidated Wealth Management, LLC 5300 MEMORIAL DRIVE SUITE 970 HOUSTON TX TEXAS 77007 713-880-4141 TEXAS None None Limited Liability Company true John Edward Spalding 5300 Memorial Drive Suite 970 Houston TX TEXAS 77007 Executive Officer Deanna Jo Osborne 5300 Memorial Drive Suite 970 Houston TX TEXAS 77007 Executive Officer Investing $1,000,001 - $5,000,000 06b false 2014-07-22 true true Fractionalized death benefit under life insurance policy false 25000 N/A None N/A None N/A N/A N/A XX Unknown 00000 TX TEXAS false Indefinite 851357 Indefinite false 12 0 0 0 false Consolidated Wealth Management, LLC John Spalding John Spalding Manager 2014-08-13