Form D · Other Technology
WEALTHHUB SOLUTIONS, INC.
Conshohocken, PA · CIK 0001654916
Offering snapshot reported Dec 20, 2024 · SEC filing
- Reported sold
- $1.58M Offering amount: $1.58M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 7, 2024 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$999,998 → $1,576,356
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 20, 2024 | Amendment | $1,576,356 | $576,358vs Nov 22, 2024 | 2 | SEC filing |
| Nov 22, 2024 | Initial | $999,998 | No comparison | 2 | SEC filing |
| Nov 27, 2019 | Initial | $5,597,297 | No comparison | 23 | SEC filing |
| Sep 20, 2016 | Amendment | $1,600,000 | $725,000vs Jul 15, 2016 | 15 | SEC filing |
| Jul 15, 2016 | Amendment | $875,000 | $675,000vs Oct 6, 2015 | 8 | SEC filing |
| Oct 6, 2015 | Initial | $200,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-530165
Source: Form D, filed Dec 20, 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 |
|---|---|
| C. Richard Corl | Promoter |
| N/A Corl, Llc | Promoter |
| Holly Flanagan | Director |
| Stanley Joffe | Director, Promoter |
| Antony Joffe | Director |
| James Marks | Director, Executive |
| David Nevas | Director |
| John Santi | Director |
| N/A Sterling Global Holdings Llc | Promoter |
| Richard Vague | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
375 East Elm Street Suite 110
Conshohocken, PA, 19428
Conshohocken, PA, 19428