Form D · Other Technology

WealthEngine, Inc.

Bethesda, MD · CIK 0001485737

Offering snapshot reported May 20, 2014 · SEC filing

Reported sold
$5.07M
Offering amount: $5.07M
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 22, 2014
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2014Initial$5,069,754No comparison9SEC filing
Dec 31, 2012Initial$1,200,001No comparison1SEC filing
Jul 10, 2012Initial$1,200,001No comparison1SEC filing
Feb 26, 2010Initial$1,999,999No comparison1SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-217697
Offer and sale of Series B Preferred Stock and the underlying shares of Common Stock issuable upon conversion thereof.

Source: Form D, filed May 20, 2014. 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.

People and organizations reported in Form D filings
NameReported role
A.G.W. (Jack) Biddle, Iii Director
A.G.W Biddle, Iii Director
Pv Boccasam Director
Francis A. Glowacki Director, Executive
Richard Le Pere Director
Donald Pyle Director
Frank Rotman Director
Ronald F. Smith Executive
Janet Yang Director
Babak Yazdani Director

Issuer details

Industry: Other Technology (See others in industry)

Address:
4330 East West Highway
Bethesda, MD, 20814