Capital Flow Monitor · Sponsors · CIK 2028285
CU WealthNext, LLC
580 NORTH MAIN STREET, FRANKENMUTH, MI, 48734 · 248-571-8343
Other Banking and Financial Services · Limited Liability Company· inc. DELAWARE true 2023
Fit score
—
Offering
$35.0M
Sold
$18.5M
% sold
52.9%
Investors
5
Min investment
$100K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-02-09 | D/A ·current | 506(b) | $35.0M | $18.5M | 52.9% | 5 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Joshua Herman — Executive Officer, Frankenmuth, MI
Placement agents
- Olden Lane Securites, Llc · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.