Found 3 results

Name Type of Offering Accepted Date
CU WealthNext, LLC
D/A 2024-11-14 12:59:32
Amount To Be Raised $35,000,000
Associated Brokers / Dealers N/A
CIK Number 0002028285
Filed Document 0002028285-24-000002
Exclusions or Exemptions 506b
Accepted Date 2024-11-14 12:59:32
Type of Offering D/A
Industry Other Banking and Financial Services
Offering Tier N/A
Principal Place of Business MICHIGAN
Revenue or Assets Decline to Disclose
Type of Security Equity
CU WealthNext, LLC
D 2024-07-01 13:05:09
Amount To Be Raised $35,000,000
Associated Brokers / Dealers N/A
CIK Number 0002028285
Filed Document 0002028285-24-000001
Exclusions or Exemptions 506b
Accepted Date 2024-07-01 13:05:09
Type of Offering D
Industry Other Banking and Financial Services
Offering Tier N/A
Principal Place of Business MICHIGAN
Revenue or Assets Decline to Disclose
Type of Security Equity
CU WealthNext, LLC
D/A 2025-04-08 15:37:44
Amount To Be Raised $35,000,000
Associated Brokers / Dealers N/A
CIK Number 0002028285
Filed Document 0002028285-25-000001
Exclusions or Exemptions 506b
Accepted Date 2025-04-08 15:37:44
Type of Offering D/A
Industry Other Banking and Financial Services
Offering Tier N/A
Principal Place of Business MICHIGAN
Revenue or Assets Decline to Disclose
Type of Security Equity