Form D · Other Real Estate
Wheeler Branch Investments LLC
Tulsa, OK · CIK 0002104211
Offering snapshot reported Jan 12, 2026 · SEC filing
- Reported sold
- $11.1M Offering amount: $12M
- Investors reported
- 154 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 30, 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 |
|---|---|---|---|---|---|
| Jan 12, 2026 | Initial | $11,078,288 | No comparison | 154 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $796K
- Finders' fees
- $0
- Form D file number
- 021-569608
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Metric Financial LLC | 33324 | Stephen Blumenthal · CRD 1264632 |
| Great Point Capital LLC | 114203 | |
| Madison Avenue Securities, LLC | 23224 | Mark Schreiber · CRD 2788289 |
| Arkadios Capital | 282710 | |
| Realta Equities, Inc. | 23769 | Richard Goodwin · CRD 2332035 |
Source: Form D, filed Jan 12, 2026. 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 |
|---|---|
| Oppenheimer Development Properties, Llc | Director |
| Reed Oppenheimer | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
321 South Boston Avenue Suite 200
Tulsa, OK, 74103
Tulsa, OK, 74103