Form D · Other

WELLNESS COACHES USA, LLC

Blue Bell, PA · CIK 0001971943

Offering snapshot reported Mar 5, 2025 · SEC filing

Reported sold
$13.3M
Offering amount: $15M
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 25, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.63M$13.3MApr 3, 2024: $4,878,036.00Apr 3, 2024Aug 7, 2024: $9,750,000.00Aug 7, 2024Mar 5, 2025: $13,250,000.00Mar 5, 2025

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$9,750,000 → $13,250,000
  • Reported investors9 → 11

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2025Amendment$13,250,000$3,500,000vs Aug 7, 202411SEC filing
Aug 7, 2024Amendment$9,750,000$4,871,964vs Apr 3, 20249SEC filing
Apr 3, 2024Initial$4,878,036No comparison6SEC filing
Mar 31, 2023Initial$4,000,000No comparison8SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-509508

Source: Form D, filed Mar 5, 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.

People and organizations reported in Form D filings
NameReported role
Robert Ayerle Director
William Daggett, Jr. Director
Richard Jacoby Director
Gene Mcguire Director
Gene Mc Guire Director
Milton Morgan Iii Director
Robert Putnam Director, Executive
Jay Vandegrift, Jr. Director
Jay Vandergrift, Jr. Director

Issuer details

Industry: Other (See others in industry)

Address:
725 Skippack Pike
Blue Bell, PA, 19422