Form D · Other Banking and Financial Services
Welon Trust, Inc.
Montgomery, AL · CIK 0002073432
Offering snapshot reported Aug 27, 2025 · SEC filing
- Reported sold
- $2.24M Offering amount: $2.24M
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- May 22, 2025 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 27, 2025 | Amendment | $2,239,500 | No comparison | 33 | SEC filing |
| Jun 16, 2025 | Initial | $210,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-549056
Minimum of $2,000,000 required by Alabama State Banking Department
Source: Form D, filed Aug 27, 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.
| Name | Reported role |
|---|---|
| Edward George Allan | Director |
| Robert James Allan | Director, Executive, Promoter |
| Jerry Mitchell | Director |
| Donald Layne Rickard | Director |
| Lee M. Russell | Director |
| John Elsberry Steiner | Director, Executive, Promoter |
| April Dunaway Wise | Director |
| Jay Zigmont | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
105 Tallapoosa Street Suite 109
Montgomery, AL, 36104
Montgomery, AL, 36104