Form D · Other Technology

WEELTH GROUP, INC

Birmingham, AL · CIK 0001983418

Offering snapshot reported Nov 26, 2024 · SEC filing

Reported sold
$700K
Offering amount: $3M
Investors reported
5
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 29, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$350K$700KAug 12, 2024: $200,000.00Aug 12, 2024Nov 26, 2024: $700,000.00Nov 26, 2024

Dates 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$200,000 → $700,000
  • Reported investors1 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 26, 2024Amendment$700,000$500,000vs Aug 12, 20245SEC filing
Aug 12, 2024Initial$200,000No comparison1SEC filing
Jul 3, 2023Initial$874,000No comparison5SEC filing

Offering details

Securities
Option to acquire, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-521303
Simple Agreement for Future Equity (SAFE)

Source: Form D, filed Nov 26, 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.

People and organizations reported in Form D filings
NameReported role
Olumuyiwa Aladebumoye Executive
Tevin Harrell Director, Executive
Bria Johnson Executive
Justin Robinson Executive
Jordan Ward Executive

Issuer details

Industry: Other Technology (See others in industry)

Address:
1500 1 St Avenue North, L142
Birmingham, AL, 35203