WealthPlan Trading LLC — Form D

WealthPlan Trading LLC of NEW YORK, NY, a company, filed a Form D exempt-offering notice with the SEC on 2025-11-26. $4.5M was reported sold. Industry: Other Banking and Financial Services.

Offering

• Filed: 2025-11-26
• Form: D
• Accession: 0002091547-25-000001
• Industry: Other Banking and Financial Services
• Exemptions: 06b
• Amount sold: $4.5M
• Minimum investment: $25K
• Investors: 33
• Date of first sale: 2023-12-26
• Security types: debt
• Revenue range: Decline to Disclose
• SEC file number: 021-565117

Issuer

• Name: WealthPlan Trading LLC
• CIK: 0002091547
• Entity type: Limited Liability Company
• Jurisdiction: NEW YORK
• Incorporated: 2021
• Address: 228 PARK AVE S, NEW YORK, NY, 10003
• Phone: (323) 790-4989

Officers, directors & promoters (1)

More

• CIK 2091547 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
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