Form D · Venture Capital Fund
Strategic Wealth, LLC
Price, UT · CIK 0001970175
Offering snapshot reported Mar 22, 2023 · SEC filing
- Reported sold
- $800K Offering amount: $800K
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 12, 2022 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 |
|---|---|---|---|---|---|
| Mar 22, 2023 | Initial | $800,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-476555
Source: Form D, filed Mar 22, 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 |
|---|---|
| Jake Mellor | Director |
| A Utah Limited Liability Company Strategic Wealth Solutions, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
453 E. Main Ste 200
Price, UT, 84501
Price, UT, 84501