Form D · Residential

Grand Vision Wealth Fund LLC

West Des Moines, IA · CIK 0001978982

Offering snapshot reported Oct 3, 2023 · SEC filing

Reported sold
$4.17M
Offering amount: $25M
Investors reported
30
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
May 19, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.09M$4.17MMay 30, 2023: $1,060,000.00May 30, 2023Oct 3, 2023: $4,173,162.00Oct 3, 2023

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$1,060,000 → $4,173,162
  • Reported investors8 → 30

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 3, 2023Amendment$4,173,162$3,113,162vs May 30, 202330SEC filing
May 30, 2023Initial$1,060,000No comparison8SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-482800

Source: Form D, filed Oct 3, 2023. 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
Nathaniel Crannell Executive
Michael Neubauer Executive
Keith Radke Executive

Issuer details

Industry: Residential (See others in industry)

Address:
5550 Wild Rose Lane Suite 400
West Des Moines, IA, 50266