Top1031

Broker-dealer · Form D Item 12

Wealthforge Securities, LLC

Wealthforge Securities, LLC (FINRA CRD 152550) is named in Item 12 of the Form D filings for 131 DST offerings with a Top1031 record, from 2018 to 2026.

FINRA CRD
152550
DST offerings
131
Sponsors
27
First named
2018
Latest named
2026
Source
SEC Form D, Item 12
FINRA BrokerCheck ↗

Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.

A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.

Offerings by year

Year first filedOfferings
20268
202522
202422
202321
202253
20212
20201
20191
20161

Offerings by sponsor

SponsorOfferings
AEI Capital2
Apollo2
Bluerock Value Exchange1
Brookfield1
Cantor Fitzgerald8
Capital Square26
Carter Exchange4
Cunat4
ExchangeRight8
Flatirons Asset Management1
Griffin Capital2
IDEAL Capital Group Holdings3
Inland Private Capital7
JWCM Exchange I2
Livingston Street Capital2
Moody National7
Net Lease Capital Advisors8
NewStar Exchange1
NexPoint9
Passco Companies6
Peachtree Group11
Rance King Properties3
Starboard Realty Advisors4
Starwood1
Trilogy Real Estate Group1
Velocis2
Walton Global2

Offerings that name Wealthforge Securities, LLC

Active (11)

Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.

AX Diversified Retail Portfolio, DSTApolloNet lease · Multi-state (5)SEC filing, Oct 9, 2026
$89.5MJul 31, 2026
Texas Active Living Portfolio ICapital SquareMultifamily · McKinney and Waco, TXSEC filing, Apr 2, 2026
$39.3MApr 2, 2026
Union Berkley RiverfrontGriffin CapitalMultifamily · Kansas City, MOSEC filing, Oct 9, 2026
$59.9MJan 23, 2026
The VivianJWCM Exchange IMultifamily · Atlanta, GASEC filing, Sep 29, 2026
$46.2MOct 28, 2025
Maple GroveVelocisMultifamily · Ruther Glen, VASEC filing, Dec 31, 2025
$11.3MOct 8, 2025
AMG Chicago + Winding WoodsAEI CapitalNet lease · Multi-state (2)SEC filing, Oct 23, 2025
$22.0MJul 23, 2025
Sacramento Rehabilitation HospitalHealthcare · Sacramento, CASEC filing, Apr 22, 2026
$77.7MMay 8, 2025
Government Lease Holdings 2 portfolioNet Lease Capital AdvisorsOffice · Camp Springs, MDSEC filing, Oct 27, 2025
$174.7MNov 20, 2024
Starwood Multifamily Portfolio Exchange I, D.S.T.StarwoodMultifamilySEC filing, Apr 21, 2026
$124.1MMay 7, 2024
USCIS Headquarters - One Town CenterNet Lease Capital AdvisorsOffice · Camp Springs, MDSEC filing, Aug 8, 2025
$295.0MDec 13, 2022
Village TowersMoody NationalNet lease · Houston, TXSEC filing, Jan 12, 2026
$136.3MDec 7, 2022

Recently fully subscribed (7)

Everleigh Short PumpCapital SquareMultifamily · Henrico, VASEC filing, Jan 6, 2026
$33.3MJan 6, 2026
Sold out
Arapaho Business Park & Deerfield PropertyNexPointIndustrial · Multi-state (2)SEC filing, Oct 6, 2026
$50.4MNov 7, 2025
Sold out
The Villages at Miami GardensCapital SquareMultifamily · Miami Gardens, FLSEC filing, Oct 17, 2025
$10.4MOct 17, 2025
Sold out
Le Meridien Fort Worth DowntownCapital SquareHealthcare · Fort Worth, TXSEC filing, Aug 26, 2025
$9.2MAug 26, 2025
Sold out
Woodland CottagesCapital SquareMultifamily · Fredericksburg, TXSEC filing, Aug 18, 2025
$34.0MAug 18, 2025
Sold out
The Oaks at RiverbendGriffin CapitalMultifamily · Gonzales, LouisianaSEC filing, Mar 12, 2026
$37.1MJul 9, 2025
Sold out
Dollar General net-lease portfolioNet Lease Capital AdvisorsNet leaseSEC filing, Jul 18, 2025
$36.0MOct 3, 2022
Sold out

Historical (113)

PG St. Louis Industrial DSTPeachtree GroupIndustrial · Manchester, MOSEC filing, Oct 14, 2026
$23.4MJul 30, 2026
Historical
Residence Inn by Marriott Houston Medical Center/NRG ParkMoody NationalHealthcare · Houston, TXSEC filing, Sep 11, 2026
$41.9MMar 2, 2026
Historical
PG Manchester Industrial DSTPeachtree GroupIndustrial · Londonderry, NHSEC filing, Mar 30, 2026
$28.1MJan 15, 2026
Historical
Residence Inn Omaha Downtown/Old Market AreaPeachtree GroupHotel · Omaha, NESEC filing, Mar 30, 2026
$27.6MJan 13, 2026
Historical
AX Essential Retail Portfolio, DSTApolloNet lease · Ferndale, Burlington, Stanwood, and Mount Vernon, WASEC filing, Sep 28, 2026
$91.5MDec 11, 2025
Historical
BR Diversified Industrial Portfolio 6Bluerock Value ExchangeIndustrial · Multi-state (3)SEC filing, May 19, 2026
$71.0MSep 3, 2025
Sold out
The ProvinceIDEAL Capital Group HoldingsMultifamily · Tampa, FLSEC filing, Jan 13, 2026
$41.1MSep 2, 2025
Historical
Cunat Exchange IXCunatMultifamilySEC filing, Mar 2, 2026
$14.6MAug 26, 2025
Historical
Cunat Exchange VIII DSTCunatMultifamily · Aurora, ILSEC filing, Mar 2, 2026
$19.0MAug 26, 2025
Historical
PG Dallas Industrial DST (Mansfield, TX)Peachtree GroupIndustrial · Mansfield, TexasSEC filing, Nov 6, 2025
$27.9MAug 21, 2025
Historical
SpringHill Suites Phoenix West AvondalePeachtree GroupHotel · Avondale, AZSEC filing, Oct 20, 2025
$35.5MJul 1, 2025
Historical
NexPoint Lodging I DSTNexPointHotel · West Jordan, UTSEC filing, Mar 2, 2026
$27.9MJun 23, 2025
Sold out
Residence Inn by Marriott Houston Medical Center/NRG ParkMoody NationalHotel · Houston, TXSEC filing, Oct 8, 2025
$33.5MMay 27, 2025
Sold out
Residence Inn Ocean Township (Oakhurst, NJ)Peachtree GroupHotel · Oakhurst (Ocean Township), NJSEC filing, Sep 22, 2025
$39.8MMay 8, 2025
Historical
The Village at Bunker HillMoody NationalMultifamily · Houston, TXSEC filing, Sep 9, 2025
$22.5MMar 20, 2025
Sold out
NexPoint Storage VI DSTNexPointSelf-storage · Multi-state (2)SEC filing, Nov 6, 2025
$45.3MJan 17, 2025
Sold out
One WilliamCantor FitzgeraldMultifamilySEC filing, Aug 11, 2025
$44.8MJan 17, 2025
Historical
Wheaton 121 ApartmentsInland Private CapitalMultifamily · Wheaton, ILSEC filing, Mar 9, 2026
$120.5MDec 27, 2024
Sold out
Home2 Suites by Hilton St. Augustine I-95Peachtree GroupHotel · Saint Augustine, FLSEC filing, Apr 8, 2025
$24.4MNov 19, 2024
Historical
Elan Park ApartmentsStarboard Realty AdvisorsMultifamily · Columbus, OHSEC filing, Apr 24, 2025
$28.1MNov 18, 2024
Sold out
The Parker at Huntington Metro (Alexandria, VA)BrookfieldMultifamily · Alexandria, VASEC filing, Oct 27, 2025
$66.2MNov 15, 2024
Historical
Amazon Robotic Fulfillment Center - North AndoverNet Lease Capital AdvisorsIndustrial · North Andover, MASEC filing, Jul 3, 2025
$591.8MOct 24, 2024
Sold out
Net-Leased All-Cash 9 DSTExchangeRightNet leaseSEC filing, Aug 6, 2025
$24.8MOct 23, 2024
Sold out
Valley RidgeCapital SquareMultifamily · Rossville, GASEC filing, Oct 1, 2024
$20.3MOct 1, 2024
Sold out
Velaire at AsperaIDEAL Capital Group HoldingsMultifamily · Glendale, AZSEC filing, Apr 24, 2025
$47.9MSep 26, 2024
Historical
Remy on the TrailsCantor FitzgeraldMultifamily · Houston, TXSEC filing, Apr 2, 2025
$37.7MSep 12, 2024
Historical
UF Health at MuraBellaVelocisOffice · Saint Augustine, FLSEC filing, Feb 19, 2025
$10.6MAug 9, 2024
Sold out
Net-Leased All-Cash 7 DSTExchangeRightNet leaseSEC filing, Aug 6, 2025
$24.8MAug 8, 2024
Sold out
Indian PointWalton GlobalOther · Felton, DESEC filing, Apr 21, 2025
$5.0MAug 8, 2024
Historical
Residence Inn Tampa Wesley ChapelPeachtree GroupHotel · Wesley Chapel, FLSEC filing, Feb 28, 2025
$34.0MAug 8, 2024
Sold out
Lakefront Property and Belle Property – Orlando, FLNexPointIndustrialSEC filing, Feb 26, 2025
$38.8MJul 24, 2024
Sold out
Sidbury StationCapital SquareMultifamily · Castle Hayne, NCSEC filing, Jul 24, 2024
$22.9MJul 24, 2024
Sold out
Net-Leased All-Cash 6 DSTExchangeRightNet leaseSEC filing, Aug 5, 2025
$23.3MJul 10, 2024
Sold out
NexPoint Storage V DSTNexPointSelf-storageSEC filing, Jan 6, 2025
$46.4MJul 2, 2024
Sold out
Home2 Suites by Hilton Lawrenceville Atlanta SugarloafPeachtree GroupHotel · Lawrenceville, GASEC filing, Jun 12, 2025
$30.9MApr 9, 2024
Sold out
Onyx at WestgateInland Private CapitalMultifamily · Glendale, AZSEC filing, Aug 29, 2024
$72.1MMar 15, 2024
Sold out
SentioIDEAL Capital Group HoldingsMultifamily · Glendale, AZSEC filing, Aug 21, 2024
$65.0MMar 4, 2024
Historical
Cunat Exchange VII DSTCunatMultifamily · Richmond, ILSEC filing, Aug 7, 2024
$41.1MDec 21, 2023
Historical
Summit Place (Summit Townhomes)Capital SquareOther · Oak Ridge, TNSEC filing, Dec 13, 2023
$18.4MDec 13, 2023
Sold out
Minneapolis MSA Senior Living PortfolioInland Private CapitalMultifamilySEC filing, Jul 17, 2024
$76.8MDec 8, 2023
Sold out
Skorpios Technologies semiconductor facility – Temecula, CANexPointIndustrial · Temecula, CASEC filing, Oct 7, 2025
$136.9MNov 22, 2023
Sold out
Republic at Alamo HeightsJWCM Exchange IMultifamily · San Antonio, TXSEC filing, May 9, 2025
$32.2MNov 3, 2023
Historical
Tranquil GardensNewStar ExchangeMultifamily · Acworth, GASEC filing, Jan 6, 2025
$19.1MNov 2, 2023
Sold out
Hilton Garden Inn Jackson, TNPeachtree GroupHotel · Jackson, TNSEC filing, Feb 9, 2024
$26.8MOct 19, 2023
Sold out
NexPoint Small Bay INexPointIndustrialSEC filing, Jun 26, 2024
$59.5MAug 23, 2023
Historical
CF Pearland Multifamily DSTCantor FitzgeraldOtherSEC filing, Oct 30, 2023
$22.0MAug 9, 2023
Historical
LSC-Reno NV, DSTLivingston Street CapitalOtherSEC filing, Nov 6, 2023
$21.7MJul 24, 2023
Historical
CS1031 Aspen Vista BFR Housing, DSTCapital SquareOtherSEC filing, Jun 21, 2023
$20.5MJun 21, 2023
Historical
Net-Leased Portfolio 63ExchangeRightNet leaseSEC filing, Dec 10, 2024
$75.1MMay 26, 2023
Sold out
NexPoint Storage IV DSTNexPointSelf-storageSEC filing, Jan 11, 2024
$70.3MApr 24, 2023
Historical
Courtyard by Marriott Atlanta KennesawPeachtree GroupHotel · Kennesaw, GASEC filing, May 16, 2024
$25.7MMar 21, 2023
Historical
ExchangeRight Net-Leased Portfolio 62 DSTExchangeRightNet lease · 10 statesSEC filing, Dec 10, 2024
$61.6MMar 14, 2023
Sold out
Georgia Growth 1 DSTWalton GlobalOtherSEC filing, Jul 31, 2024
$3.1MMar 2, 2023
Sold out
Horizon at Ridgeview (formerly The Dylan)Starboard Realty AdvisorsMultifamily · Fort Worth, TXSEC filing, Oct 10, 2023
$24.3MFeb 24, 2023
Historical
Ashford TownesCapital SquareMultifamily · Fuquay-Varina, North CarolinaSEC filing, Feb 23, 2023
$13.7MFeb 23, 2023
Historical
Brighton Woodstock (Brighton Townhomes)Capital SquareMultifamily · Acworth, GASEC filing, Jan 25, 2023
$22.5MJan 25, 2023
Sold out
Cunat Exchange VI DSTCunatMultifamilySEC filing, Oct 10, 2023
$30.8MJan 24, 2023
Historical
The Grove at MankatoMultifamily · Mankato, MNSEC filing, Mar 19, 2024
$49.7MJan 9, 2023
Historical
Flatirons Self-Storage V DSTFlatirons Asset ManagementSelf-storageSEC filing, Apr 20, 2023
$68.1MDec 27, 2022
Historical
Parkland Apartments (The Villas at Ibis Landing)Capital SquareMultifamily · Parkland, FLSEC filing, Dec 19, 2022
$105.7MDec 19, 2022
Sold out
Zero Coupon LV Training FacilityCapital SquareOffice · Henderson, NVSEC filing, Dec 19, 2022
$57.6MDec 19, 2022
Historical
Net-Leased Portfolio 60ExchangeRightNet leaseSEC filing, Dec 9, 2024
$51.3MDec 8, 2022
Sold out
Zero Coupon Essential Portfolio DSTInland Private CapitalOtherSEC filing, Apr 21, 2025
$35.9MDec 6, 2022
Historical
Courts of AvalonCarter ExchangeMultifamily · Pikesville, MDSEC filing, Aug 31, 2023
$48.8MNov 8, 2022
Sold out
FarmHaus ApartmentsCapital SquareMultifamily · Madison, ALSEC filing, Oct 26, 2022
$55.9MOct 26, 2022
Sold out
Net-Leased Portfolio 59ExchangeRightNet leaseSEC filing, Dec 9, 2024
$62.3MOct 13, 2022
Sold out
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022
Historical
Cambria Hotel Austin DowntownMoody NationalHotel · Austin, TXSEC filing, Aug 12, 2024
$87.2MOct 11, 2022
Sold out
Lyric at Norton Commons ApartmentsCapital SquareMultifamily · Prospect, KYSEC filing, Sep 26, 2022
$67.5MSep 26, 2022
Sold out
Tapestry West ApartmentsCapital SquareMultifamily · Richmond, VirginiaSEC filing, Sep 26, 2022
$60.7MSep 26, 2022
Sold out
Holiday ParkCapital SquareOther · Lakeland, FLSEC filing, Sep 23, 2022
$38.3MSep 23, 2022
Sold out
Palms PropertyCantor FitzgeraldMultifamily · Houston, TXSEC filing, Apr 3, 2023
$32.6MSep 20, 2022
Historical
RiverhousePassco CompaniesMultifamily · Little Rock, ARSEC filing, Sep 16, 2022
$31.3MSep 16, 2022
Historical
Asheville NC Apartment PortfolioCapital SquareMultifamily · Asheville, NCSEC filing, Sep 23, 2022
$73.1MSep 13, 2022
Historical
NexPoint Aviation DSTNexPointOther · Opa-Locka (Miami), FLSEC filing, Apr 19, 2023
$77.3MSep 7, 2022
Historical
Silver Oaks ApartmentsStarboard Realty AdvisorsMultifamily · Gonzales, LASEC filing, Dec 30, 2022
$49.8MSep 7, 2022
Historical
The Station at Clift FarmCarter ExchangeMultifamily · Madison, ALSEC filing, Nov 1, 2023
$69.4MSep 2, 2022
Historical
Lakeside on Riverwatch ApartmentsCapital SquareMultifamily · Martinez, GASEC filing, Aug 22, 2022
$26.8MAug 22, 2022
Sold out
The Trails at Short PumpCapital SquareMultifamily · Richmond, VASEC filing, Aug 3, 2022
$54.5MAug 3, 2022
Historical
Net-Leased Portfolio 57 DSTExchangeRightNet leaseSEC filing, Dec 9, 2024
$30.4MAug 2, 2022
Sold out
Velo Shelby FarmsPassco CompaniesMultifamily · Memphis, TNSEC filing, Aug 1, 2022
$51.1MAug 1, 2022
Historical
Country Lakes VillageCapital SquareOther · Palmetto, FLSEC filing, Jul 29, 2022
$65.1MJul 29, 2022
Historical
Rivergate ApartmentsCapital SquareMultifamily · Woodbridge, VASEC filing, Jul 29, 2022
$46.5MJul 29, 2022
Historical
Versailles ApartmentsLivingston Street CapitalMultifamily · Towson, MDSEC filing, Nov 9, 2023
$39.5MJul 25, 2022
Historical
Cadence Sugar Hill ApartmentsPassco CompaniesMultifamily · Sugar Hill, GASEC filing, Sep 14, 2022
$67.6MJul 25, 2022
Historical
Riverstone Apartment HomesRance King PropertiesMultifamily · Grovetown, GASEC filing, Aug 19, 2022
$66.6MJul 25, 2022
Sold out
The Lively Indigo RunCarter ExchangeMultifamily · Ladson, SCSEC filing, Oct 4, 2023
$103.2MJul 12, 2022
Historical
Dawson Park ApartmentsRance King PropertiesMultifamily · Baton Rouge, LASEC filing, Aug 19, 2022
$33.6MJul 12, 2022
Sold out
Enterprise MillMultifamily · Augusta, GASEC filing, Jul 7, 2022
$16.0MJul 7, 2022
Historical
Sawgrass PointPassco CompaniesMultifamily · Gonzales, LASEC filing, Sep 15, 2022
$59.8MJul 1, 2022
Historical
CF ARRABELLA MULTIFAMILY DSTCantor FitzgeraldMultifamilySEC filing, Feb 7, 2023
$58.5MJun 28, 2022
Historical
Arden WoodsStarboard Realty AdvisorsMultifamily · Spring, TXSEC filing, Nov 4, 2022
$48.2MJun 22, 2022
Historical
Velo Village ApartmentsTrilogy Real Estate GroupMultifamily · Franklin, WISEC filing, Mar 7, 2023
$58.5MJun 17, 2022
Sold out
Hunter's Chase ApartmentsCapital SquareMultifamily · Midlothian, VirginiaSEC filing, Jun 17, 2022
$48.2MJun 17, 2022
Sold out
Retreat at Arden FarmsCapital SquareMultifamily · Arden, NCSEC filing, Jun 17, 2022
$68.0MJun 17, 2022
Historical
Moody ELM AL North Austin DSTMoody NationalOtherSEC filing, Mar 9, 2023
$50.4MJun 16, 2022
Historical
Silvercrest at College ViewInland Private CapitalMultifamily · Lenexa, KSSEC filing, Aug 17, 2022
$30.0MJun 10, 2022
Historical
Village at Westland CoveCapital SquareMultifamily · Knoxville, TNSEC filing, Jun 8, 2022
$52.8MJun 8, 2022
Historical
Legacy at Fox ValleyCantor FitzgeraldMultifamily · Aurora, ILSEC filing, May 15, 2024
$57.2MJun 6, 2022
Historical
SSA – BirminghamNet Lease Capital AdvisorsNet lease · Birmingham, ALSEC filing, Mar 3, 2023
$111.3MMay 27, 2022
Historical
200 Metro BoulevardCantor FitzgeraldOffice · Nutley, NJSEC filing, Feb 28, 2023
$69.8MMay 23, 2022
Historical
Dow Chemical CompanyInland Private CapitalOffice · Midland, MISEC filing, May 5, 2023
$22.1MMay 17, 2022
Historical
Canal 1535Passco CompaniesMultifamily · New Orleans, LASEC filing, Sep 14, 2022
$93.7MMay 17, 2022
Historical
EstellePassco CompaniesMultifamily · Birmingham, ALSEC filing, Sep 14, 2022
$67.1MMay 17, 2022
Historical
Cypress McKinney FallsCarter ExchangeMultifamily · Austin, TXSEC filing, Sep 6, 2022
$46.3MMay 10, 2022
Historical
Moody RI SW Austin DSTMoody NationalOther · Austin, TXSEC filing, Mar 8, 2023
$40.0MMay 6, 2022
Historical
AEI NET LEASE PORTFOLIO 19 DSTAEI CapitalOfficeSEC filing, Jul 7, 2022
$23.3MMay 5, 2022
Historical
GOVERNMENT LEASE HOLDINGS DSTNet Lease Capital AdvisorsNet leaseSEC filing, Aug 23, 2022
$153.8MMar 10, 2022
Historical
CF SUMMERFIELD MULTIFAMILY DSTCantor FitzgeraldMultifamily · Landover, MDSEC filing, Oct 28, 2021
$38.1MMay 21, 2021
Historical
SomerHill FarmsCapital SquareMultifamily · Gainesville, VASEC filing, Mar 11, 2021
$23.2MMar 11, 2021
Historical
CODA ApartmentsRance King PropertiesOther · Orlando, FLSEC filing, Oct 14, 2020
$41.1MOct 14, 2020
Sold out
FC EUCLID OH INVESTORS DSTNet Lease Capital AdvisorsOtherSEC filing, Nov 19, 2020
$26.0MDec 11, 2019
Historical
Verizon HeadquartersNet Lease Capital AdvisorsNet lease · Basking Ridge, NJSEC filing, Feb 14, 2019
$99.5MMar 16, 2016
Historical

Data updated Oct 14, 2026