Data / Form D filings / CU WealthNext, LLC
CU WealthNext, LLC: Form D filings
CU WealthNext, LLC, a financial services company in Frankenmuth, MI, filed 4 Form D notices with the SEC between 2024 and 2026. The latest, on February 9, 2026, reports $18.5 million sold of a $35 million offering to 5 investors.
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Company details from the filing
- Address
- 580 NORTH MAIN STREET, Frankenmuth, MI, 48734
- Phone
- (248) 571-8343
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2028285
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Feb 9, 2026 | Amendment | $35,000,000 | $18,500,000 | $16,500,000 | 5 | Nov 21, 2023 | sec.gov |
| Apr 8, 2025 | Amendment | $35,000,000 | $15,000,000 | $20,000,000 | 3 | Nov 21, 2023 | sec.gov |
| Nov 14, 2024 | Amendment | $35,000,000 | $12,500,000 | $22,500,000 | 2 | Nov 21, 2023 | sec.gov |
| Jul 1, 2024 | New notice | $35,000,000 | $7,500,000 | $27,500,000 | 1 | Nov 21, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Joshua Herman | Executive Officer |
Other financial services companies in Michigan that filed recently
- Eichler Inc $575,000 · Sep 15, 2026
- Mercedes-Benz Financial Services USA LLC $1.37 billion · Aug 3, 2026
Every Form D from the week of Feb 9, 2026 · All recent filings in Michigan · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what CU WealthNext, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.