Form D · Other Banking and Financial Services
Homewise, Inc.
Santa Fe, NM · CIK 0002076105
Offering snapshot reported Sep 26, 2025 · SEC filing
- Reported sold
- $917K Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 15, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 26, 2025 | Initial | $916,653 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-558954
Source: Form D, filed Sep 26, 2025. 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.
| Name | Reported role |
|---|---|
| Monique Fragua | Director |
| Johanna M. Gilligan | Executive |
| Elena Gonzales | Executive |
| Sean Harris | Director |
| Lisa Huval | Executive |
| Amanda C. Kocon | Director, Executive |
| Joseph Kunkel | Director |
| Michael Loftin | Executive |
| Alex Montano | Director |
| Jay Newton Small | Director |
| Agnes Noonan | Director |
| Josue Olivares | Director |
| Bianca Ortiz Wertheim | Director |
| Marissa Ruyle | Director, Executive |
| Daniel Slavin | Executive |
| Shelle Van Etten Sanchez | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1301 Siler Road, Building D
Santa Fe, NM, 87507
Santa Fe, NM, 87507