Form D · Other
Suma Wealth, Inc.
Santa Monica, CA · CIK 0001898475
Offering snapshot reported Nov 25, 2025 · SEC filing
- Reported sold
- $5.58M Offering amount: $6.85M
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 12, 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 |
|---|---|---|---|---|---|
| Nov 25, 2025 | Initial | $5,575,497 | No comparison | 22 | SEC filing |
| Dec 13, 2021 | Initial | $3,332,003 | No comparison | 20 | 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
- 021-564991
The total amount sold includes $1,824,994.92 from the issuance of stock upon the conversion of outstanding convertible securities.
Source: Form D, filed Nov 25, 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 |
|---|---|
| Beatriz Acevedo | Director, Executive, Promoter |
| Daniella Corrente | Executive |
| Guillermo Diaz | Director |
| Xavier Gutierrez | Director |
| Samara Meija Hernandez | Director |
| Mary Hernandez | Executive |
| Dan Skaff | Director |
Issuer details
Industry: Other (See others in industry)
Address:
1023 Maple Street
Santa Monica, CA, 90405
Santa Monica, CA, 90405