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 2025-11-25. The offering totals $6.9M, of which $5.6M was reported sold. Industry: Other.
Offering
- Filed: 2025-11-25
- Form: D
- Accession: 0001898475-25-000006
- Industry: Other
- Exemptions: 06b
- Total offering: $6.9M
- Amount sold: $5.6M
- Remaining: $1.3M
- Investors: 22
- Date of first sale: 2025-11-12
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-564991
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 |
|---|
| Beatriz Acevedo | Director | SANTA MONICA, CA |
| Guillermo Meija Diaz | Director | SANTA MONICA, CA |
| Xavier Gutierrez | Director | SANTA MONICA, CA |
| Samara Meija Hernandez | Director | SANTA MONICA, CA |
| Dan Skaff | Director | SANTA MONICA, CA |
| Beatriz Acevedo | Executive Officer | SANTA MONICA, CA |
| Daniella Meija Corrente | Executive Officer | SANTA MONICA, CA |
| Mary Meija Hernandez | Executive Officer | SANTA MONICA, CA |
| Beatriz Acevedo | Promoter | SANTA MONICA, CA |
| Samara Hernandez | Director | Edinburgh, TX |
Other filings by this issuer (1)
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