Form D · Other

COLLECTIVE WEALTH, LLC

Dayton, OH · CIK 0001971052

Offering snapshot reported Mar 7, 2024 · SEC filing

Reported sold
Yet to sell
Offering amount: $400K
Investors reported
0
Form D · investor count
Minimum accepted
$20
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 7, 2024AmendmentYet to sellNo comparison0SEC filing
Apr 4, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
04.2
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-477877

Source: Form D, filed Mar 7, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Andrew F. Morgan Executive
The Service Center Title Agency, Inc., Dba Vantage Land Title The Service Center Title Agency, Inc., Dba Vantage Land Title Executive

Issuer details

Industry: Other (See others in industry)

Address:
6450 Poe Avenue Suite 107
Dayton, OH, 45414