# 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)

| Name | Role | Location |
| --- | --- | --- |
| ANTHONY RYAN LESLIE | Executive Officer | NEW YORK, NY |

## More

- [CIK 2091547 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2091547&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002091547-25-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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