Box score
CU WealthNext, LLC
Reported $7.5M sold in a new Form D filed July 1, 2024 (Frankenmuth, Michigan).
- Biggest raise
- $7.5M filed Jul 1, 2024
- League
- Finance Other Banking and Financial Services
- Based in
- Frankenmuth, Michigan
- Season rank
- #207 of 895 in the Finance League; #2456 of 12,443 overall (2024)
- Incorporated
- 2023
- Entity
- Limited Liability Company
Form D filings since 2024 4
| Filed | Form | Sold | Offering | Filing |
|---|---|---|---|---|
| 2026-02-09 | Amendment | $18.5M | $35M | SEC |
| 2025-04-08 | Amendment | $15M | $35M | SEC |
| 2024-11-14 | Amendment | $12.5M | $35M | SEC |
| 2024-07-01 | New notice | $7.5M | $35M | SEC |
Amounts are cumulative for each offering as of the filing date, so an amendment can repeat or update an earlier figure; filings are not added together. CIK 2028285.
Similar raises, 2024
| # | Company | League | Raised |
|---|---|---|---|
| 1 | Bank Michigan Financial Corp rookie | Finance | $4.1M |
| 2 | Precision Products Acquisition II, LLC rookie | Finance | $2M |
| 3 | String Ventures SPV SVI, LLC rookie | Finance | $750K |
| 4 | SIGU Capital Fund 24, LLC rookie | Finance | $525K |
| 5 | 45 NW Homes, LLC rookie | Finance | $300K |
| 6 | NextFolio LLC rookie | Finance | $25K |