WealthPlan Trading LLC funding
WealthPlan Trading LLC, a banking and financial services company based in New York, NY, filed a Form D with the SEC on September 18, 2026 and reported a open-ended offering with no sales yet. It filed 2 new offerings in this period, totaling $4.5M.
Amount raisedNot yet sold
Offering sizeOpen-ended
Filed with the SECSeptember 18, 2026
First saleYet to occur
IndustryOther Banking and Financial Services
SecuritiesDebt
LocationNew York, NY
FoundedMore than 5 years ago
Entity typeLimited Liability Company
Investors so far0
Minimum investment$50K
Revenue rangeDecline to Disclose
View the original Form D on SEC EDGAR ↗ · All rounds filed Sep 18
All filings
| Filed | Raised | Offering | Securities |
|---|---|---|---|
| September 18, 2026 | $0 | Open-ended | Debt |
| November 26, 2025 | $4.5M | Open-ended | Debt |
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