Form D · Other
Wellthy, Inc.
New York, NY · CIK 0001678070
Offering snapshot reported Jun 5, 2023 · SEC filing
- Reported sold
- $25.5M Offering amount: $25.5M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 11, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 5, 2023 | Initial | $25,519,975 | No comparison | 11 | SEC filing |
| Jul 12, 2021 | Initial | $37,207,128 | No comparison | Not reported | SEC filing |
| May 18, 2020 | Initial | $5,615,996 | No comparison | 15 | SEC filing |
| Jan 16, 2019 | Initial | $5,178,167 | No comparison | 14 | SEC filing |
| Nov 13, 2017 | Initial | $4,598,296 | No comparison | 31 | 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
- 021-483267
Source: Form D, filed Jun 5, 2023. 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 |
|---|---|
| Jenny Abramson | Director |
| Mark De Angelis | Director |
| Lindsay Jurist Rosner | Director, Executive |
| Alice Limkakeng | Director |
| Richard Malloch | Director |
| Kevin Roche | Director |
Issuer details
Industry: Other (See others in industry)
Address:
300 W. 57 Th Street, 33 Rd Floor
New York, NY, 10019
New York, NY, 10019