# CU WealthNext, LLC — Form D/A

CU WealthNext, LLC of FRANKENMUTH, MI, a company, filed a Form D amendment with the SEC on 2024-11-14. The offering totals $35.0M, of which $12.5M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2024-11-14
- Form: D/A
- Accession: 0002028285-24-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $35.0M
- Amount sold: $12.5M
- Remaining: $22.5M
- Minimum investment: $100K
- Investors: 2
- 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-02-09](https://search.stillhousedata.com/formd/0002028285-26-000002) | D/A | $35.0M | $18.5M |
| [2025-04-08](https://search.stillhousedata.com/formd/0002028285-25-000001) | D/A | $35.0M | $15.0M |
| [2024-07-01](https://search.stillhousedata.com/formd/0002028285-24-000001) | D | $35.0M | $7.5M |

## More

- [CIK 2028285 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2028285&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002028285-24-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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