Form D · Commercial
STEPSTONE WEALTH LLC
Frisco, TX · CIK 0002038908
Offering snapshot reported Sep 27, 2024 · SEC filing
- Reported sold
- Yet to sell Offering amount: $5M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $100 Reported outside-investor minimum
- First sale
- Yet to occur 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 27, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Sep 27, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-525288
Source: Form D, filed Sep 27, 2024. 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 |
|---|---|
| Wing Wong (Fiona) Prudhomme | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
13221 Mulch Lane
Frisco, TX, 75035
Frisco, TX, 75035