Data / Form D filings / Nebo Wealth Solutions LLC
Nebo Wealth Solutions LLC: Form D filing
Nebo Wealth Solutions LLC, a financial services company in Boston, MA, filed a Form D with the SEC in 2023. The latest, on October 13, 2023, reports $5.5 million sold of a $7.5 million offering to 9 investors.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 53 STATE STREET, 33RD FLOOR, Boston, MA, 02109
- Phone
- (617) 330-7500
- 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)
- 1993340
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 13, 2023 | New notice | $7,500,000 | $5,500,000 | $2,000,000 | 9 | Sep 29, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| N/A Grantham, Mayo, Van Otterloo & Co. LLC | Executive Officer | |
| Mark Nitzberg | Executive Officer |
Every Form D from the week of Oct 9, 2023 · All recent filings in Massachusetts · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Nebo Wealth Solutions 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.