Form D · Other Banking and Financial Services

CU WealthNext, LLC

Frankenmuth, MI · CIK 0002028285

Offering snapshot reported Feb 9, 2026 · SEC filing

Reported sold
$18.5M
Offering amount: $35M
Investors reported
5
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 21, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.25M$18.5MJul 1, 2024: $7,500,000.00Jul 1, 2024Nov 14, 2024: $12,500,000.00Nov 14, 2024Apr 8, 2025: $15,000,000.00Apr 8, 2025Feb 9, 2026: $18,500,000.00Feb 9, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$15,000,000 → $18,500,000
  • Reported investors3 → 5

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 9, 2026Amendment$18,500,000$3,500,000vs Apr 8, 20255SEC filing
Apr 8, 2025Amendment$15,000,000$2,500,000vs Nov 14, 20243SEC filing
Nov 14, 2024Amendment$12,500,000$5,000,000vs Jul 1, 20242SEC filing
Jul 1, 2024Initial$7,500,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$25K
Finders' fees
$0
Form D file number
021-517479

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Olden Lane Securites, LLC173847Olden Lane Securities LLC · CRD 173847

Source: Form D, filed Feb 9, 2026. 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
Joshua Herman Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
580 North Main Street
Frankenmuth, MI, 48734