CU WealthNext, LLC — Form D
CU WealthNext, LLC of FRANKENMUTH, MI, a company, filed a Form D exempt-offering notice with the SEC on 2024-07-01. The offering totals $35.0M, of which $7.5M was reported sold. Industry: Other Banking and Financial Services.
Offering
- Filed: 2024-07-01
- Form: D
- Accession: 0002028285-24-000001
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $35.0M
- Amount sold: $7.5M
- Remaining: $27.5M
- Minimum investment: $100K
- Investors: 1
- Date of first sale: 2023-11-21
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-517479
Issuer
- Name: CU WealthNext, LLC
- CIK: 0002028285
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: 580 NORTH MAIN STREET, FRANKENMUTH, MI, 48734
- Phone: 248-571-8343
Officers, directors & promoters (2)
| Name | Role | Location |
|---|
| Joshua Herman | Executive Officer | Frankenmuth, MI |
| Joshua Herman | Related Person | Frankenmuth, MI |
Other filings by this issuer (3)
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