Who Just RaisedNew York, NY · Financial Services · Form D filed Sep 18, 2026
WealthPlan Trading LLC filed a Form D
WealthPlan Trading LLC is a financial services company based in New York, New York. In a Form D filed with the SEC on September 18, 2026, it reported an offering of indefinite size with no sales completed at the time of filing.
- 2nd Form D since 2025. Earlier new notices: Nov 26, 2025. All filings on EDGAR
$4.5M raised since 2020
2 Form D offerings, as reported to the SEC, the first in Nov 26, 2025. Amendments update a round; they aren't counted twice.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Sep 18, 2026 | — | Open | 0 |
| Nov 26, 2025 | $4.5M | Open | 33 |
Lead score
14 out of 100
filed recently early raise
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Filing details
- Amount raised
- None reported yet
- Offering size
- Indefinite
- Investors so far
- 0
- Minimum investment
- $50,000
- First sale
- Not yet occurred
- Securities offered
- Debt
- Exemption claimed
- Rule 506(b)
- Industry
- Financial Services
- Headquarters
- New York, New York
- Incorporated
- New York
- Entity type
- Limited Liability Company
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | — | Indefinite | 0 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Updated · Raises in the week of Sep 14, 2026 · Financial Services funding in New York · September 2026 funding report
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