Form D · Other Banking and Financial Services
Smartdata Wealth, Inc.
Omaha, NE · CIK 0002058224
Offering snapshot reported Feb 26, 2025 · SEC filing
- Reported sold
- $1.53M Offering amount: $5.53M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 11, 2025 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 26, 2025 | Initial | $1,533,575 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-539287
Source: Form D, filed Feb 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 |
|---|---|
| Jared Hollinger | Director |
| Christopher Mangan | Director |
| Kyle Mc Cormick | Director |
| Ryan Morrison | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
920 S 107th Ave Suite 212
Omaha, NE, 68114
Omaha, NE, 68114