# Suma Wealth, Inc. — Form D

Suma Wealth, Inc. of SANTA MONICA, CA, a company, filed a Form D exempt-offering notice with the SEC on 2021-12-13. The offering totals $4.3M, of which $3.3M was reported sold. Industry: Other Technology.

## Offering

- Filed: 2021-12-13
- Form: D
- Accession: 0001898475-21-000001
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $4.3M
- Amount sold: $3.3M
- Remaining: $998K
- Investors: 20
- Date of first sale: 2021-08-25
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-424628

## Issuer

- Name: Suma Wealth, Inc.
- CIK: 0001898475
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2019
- Address: 1023 MAPLE STREET, SANTA MONICA, CA, 90405
- Phone: 805-298-0055

## Officers, directors & promoters (10)

| Name | Role | Location |
| --- | --- | --- |
| Samara Hernandez | Director | Edinburgh, TX |
| Xavier Gutierrez | Director | SANTA MONICA, CA |
| Guillermo Meija Diaz | Director | SANTA MONICA, CA |
| Beatriz Acevedo | Director | SANTA MONICA, CA |
| Beatriz Acevedo | Executive Officer | SANTA MONICA, CA |
| Beatriz Acevedo | Promoter | SANTA MONICA, CA |
| Dan Skaff | Director | SANTA MONICA, CA |
| Daniella Meija Corrente | Executive Officer | SANTA MONICA, CA |
| Samara Meija Hernandez | Director | SANTA MONICA, CA |
| Mary Meija Hernandez | Executive Officer | SANTA MONICA, CA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-11-25](https://search.stillhousedata.com/formd/0001898475-25-000006) | D | $6.9M | $5.6M |

## More

- [CIK 1898475 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1898475&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001898475-21-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
