Form D · Other Banking and Financial Services
Planet Wealth, Inc.
Bentonville, AR · CIK 0001747101
Offering snapshot reported Nov 2, 2023 · SEC filing
- Reported sold
- $1.35M Offering amount: $1.35M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Aug 2, 2023 As reported in this filing
Fundraising history
Reported soldDates 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$500,000 → $1,350,000
- Reported investors1 → 18
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 2, 2023 | Amendment | $1,350,000 | $850,000vs Aug 14, 2023 | 18 | SEC filing |
| Aug 14, 2023 | Initial | $500,000 | No comparison | 1 | SEC filing |
| Apr 21, 2022 | Amendment | $2,817,999 | $1,622,999vs Sep 7, 2021 | 32 | SEC filing |
| Sep 7, 2021 | Initial | $1,195,000 | No comparison | Not reported | SEC filing |
| Jul 14, 2021 | Amendment | $5,175,000 | $3,865,000vs Jan 7, 2021 | 76 | SEC filing |
| Jan 7, 2021 | Initial | $1,310,000 | No comparison | 12 | SEC filing |
| Apr 13, 2020 | Initial | $1,296,480 | No comparison | 10 | SEC filing |
| Oct 17, 2018 | Initial | $195,031 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Debt, Option to acquire
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-489652
Source: Form D, filed Nov 2, 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.
| Name | Reported role |
|---|---|
| Michael Brennan | Director, Executive |
| Robert Jeffrey Cole | Director |
| Christopher Corica | Director |
| Chris Corica | Director |
| Greg Sossaman | Executive |
| Robert Stockdale | Director, Executive |
| Craig Weiss | Director |
| Thaddeus A. Wier | Director, Executive |
| Lance Woodson | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Bentonville, AR, 72712