Data / Form D filings / Homewise, Inc.
Homewise, Inc.: Form D filing
Homewise, Inc., a financial services company in Santa Fe, NM, filed a Form D with the SEC in 2025. The latest, on September 26, 2025, reports $916,653 sold of an offering with no set size to 7 investors.
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Company details from the filing
- Address
- 1301 SILER ROAD, BUILDING D, Santa Fe, NM, 87507
- Phone
- (505) 983-9473
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- New Mexico
- Revenue range
- $25,000,001 - $100,000,000
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 2076105
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 26, 2025 | New notice | Indefinite | $916,653 | 7 | Dec 15, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Sean C. Harris | Director | |
| Daniel M. Slavin | Executive Officer | |
| Joseph C. Kunkel | Director | |
| Agnes C. Noonan | Director | |
| Marissa M. Ruyle | Executive Officer, Director | |
| Amanda C. Kocon | Executive Officer, Director | |
| Josue C. Olivares | Director | |
| Monique C. Fragua | Director | |
| Bianca C. Ortiz Wertheim | Director | |
| Johanna M. Gilligan | Executive Officer | |
| Alex C. Montano | Director | |
| Michael M. Loftin | Executive Officer | |
| Shelle M. VanEtten Sanchez | Executive Officer, Director | |
| Jay C. Newton Small | Director | |
| Lisa M. Huval | Executive Officer | |
| Elena M. Gonzales | Executive Officer |
Every Form D from the week of Sep 22, 2025 · All recent filings in New Mexico · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Homewise, Inc. 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.