Form D · Other Banking and Financial Services
Ohio Wealth Partners LLC
Cleveland, OH · CIK 0001804888
Offering snapshot reported Feb 27, 2020 · SEC filing
- Reported sold
- $10M Offering amount: $25M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $2.5M Reported outside-investor minimum
- First sale
- Dec 31, 2019 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 |
|---|---|---|---|---|---|
| Feb 27, 2020 | Initial | $10,000,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-361521
Source: Form D, filed Feb 27, 2020. 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 |
|---|---|
| Andrew Edward Randall | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
600 Superior Avenue East Suite 1000 (10 Th Floor)
Cleveland, OH, 44114
Cleveland, OH, 44114