0002142442-26-000003.txt : 20260720 0002142442-26-000003.hdr.sgml : 20260720 20260720163254 ACCESSION NUMBER: 0002142442-26-000003 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20260720 DATE AS OF CHANGE: 20260720 EFFECTIVENESS DATE: 20260720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Allworth Management Holdings, LLC CENTRAL INDEX KEY: 0002142442 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-591505 FILM NUMBER: 261187157 BUSINESS ADDRESS: STREET 1: 340 PALLADIO PARKWAY, SUITE 501 CITY: FOLSOM STATE: CA ZIP: 95630 BUSINESS PHONE: 212-970-2500 MAIL ADDRESS: STREET 1: 340 PALLADIO PARKWAY, SUITE 501 CITY: FOLSOM STATE: CA ZIP: 95630 D 1 primary_doc.xml X0708 D LIVE 0002142442 Allworth Management Holdings, LLC 340 PALLADIO PARKWAY, SUITE 501 FOLSOM CA CALIFORNIA 95630 (916) 426-1545 DELAWARE None None Limited Liability Company true 2026 n/a AWF Consolidated Holdings GP, LLC 340 Palladio Parkway, Suite 501 Folsom CA CALIFORNIA 95630 Promoter Managing Member of the Issuer Tagar Olson 55 Hudson Yards, 27th Floor New York NY NEW YORK 10001 Director Director of the Managing Member Kathy Reiland 55 Hudson Yards, 27th Floor New York NY NEW YORK 10001 Director Director of the Managing Member Colin Rhind 55 Hudson Yards, 27th Floor New York NY NEW YORK 10001 Director Director of the Managing Member Max Rakhlin 40 West 57th Street New York NY NEW YORK 10019 Director Director of the Managing Member Mark Vassallo 40 West 57th Street New York NY NEW YORK 10019 Director Director of the Managing Member Tom Naratil 40 West 57th Street New York NY NEW YORK 10019 Director Director of the Managing Member Nicole Lawson 160 Front Street West, Suite 3200 Toronto A6 ONTARIO, CANADA M5J 0G4 Director Director of the Managing Member Imran Siddiqui 160 Front Street West, Suite 3200 Toronto A6 ONTARIO, CANADA M5J 0G4 Director Director of the Managing Member John Bunch 340 Palladio Parkway, Suite 501 Folsom CA CALIFORNIA 95630 Executive Officer Director Director of the Managing Member, Executive Officer of the Issuer Pete Engelken 340 Palladio Parkway, Suite 501 Folsom CA CALIFORNIA 95630 Executive Officer Executive Officer of the Issuer Chris Oddy 340 Palladio Parkway, Suite 501 Folsom CA CALIFORNIA 95630 Executive Officer Executive Officer of the Issuer Other Decline to Disclose 06b false true false true true 0 Indefinite 0 Indefinite false 0 0 0 0 false Allworth Management Holdings, LLC /s/ Chris Oddy Chris Oddy CFO 2026-07-20