CU WealthNext, LLC

Form D Filings

Location
Frankenmuth, MI
Related People
Joshua Herman
Entity Type
Limited Liability Company
CIK
0002028285
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
4/8/2025 Equity $2,500,000 $15,000,000 $35,000,000 $20,000,000 11/21/2023 4/8/2025 D/A 000202828525000001
11/14/2024 Equity $5,000,000 $12,500,000 $35,000,000 $22,500,000 11/21/2023 11/14/2024 D/A 000202828524000002
7/1/2024 Equity $7,500,000 $7,500,000 $35,000,000 $27,500,000 11/21/2023 7/1/2024 D 000202828524000001