# Ohio Wealth Partners LLC: Form D filing

Ohio Wealth Partners LLC, a financial services company in Cleveland, OH, filed a Form D with the SEC in 2020. The latest, on February 27, 2020, reports $10 million sold of a $25 million offering to 3 investors.

Find out what Ohio Wealth Partners LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Ohio](https://specstream.ai/data/form-d/state/ohio): 1,071 rows, by operating companies, filed since November 1, 2024, $53.55, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/ohio
- [Form D filings in Other Banking and Financial Services](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services): 1,280 rows, by operating companies, filed since November 1, 2024, $64, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/other-banking-and-financial-services

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: 600 SUPERIOR AVENUE EAST, SUITE 1000 (10TH FLOOR), Cleveland, OH, 44114
- Phone: (216) 452-5559
- Industry: Other Banking and Financial Services
- Entity type: Limited Liability Company
- Incorporated in: Delaware
- Year incorporated: 2018
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506(b)
- SEC identifier (CIK): 1804888

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Feb 27, 2020 | New notice | $25,000,000 | $10,000,000 | $15,000,000 | 3 | Dec 31, 2019 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1804888/000090631820000006/0000906318-20-000006-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Andrew Edward Randall | Executive Officer |  |

## Other financial services companies in Ohio that filed recently

- [Tier1 Alpha Asset Management, LLC](https://specstream.ai/data/form-d/company/tier1-alpha-asset-management-llc-2161464) $4.9 million · Oct 27, 2026
- [Argentarii PC - WBR Holdings II, LLC](https://specstream.ai/data/form-d/company/argentarii-pc-wbr-holdings-ii-llc-2153771) offering · Sep 29, 2026
- [EBS Muni TIF Bond Fund A, LLC](https://specstream.ai/data/form-d/company/ebs-muni-tif-bond-fund-a-llc-2119820) $4.3 million · Sep 22, 2026
- [EBS Muni TIF Bond Fund B, LLC](https://specstream.ai/data/form-d/company/ebs-muni-tif-bond-fund-b-llc-2119819) $49.4 million · Sep 22, 2026
- [Pepper Auditors, Inc.](https://specstream.ai/data/form-d/company/pepper-auditors-inc-2152847) $1.9 million · Sep 21, 2026
- [EBS Muni TIF Bond Fund C, LLC](https://specstream.ai/data/form-d/company/ebs-muni-tif-bond-fund-c-llc-2119818) $53.7 million · Sep 10, 2026

[Every Form D from the week of Feb 24, 2020](https://specstream.ai/data/form-d/week/2020-02-24) · [All recent filings in Ohio](https://specstream.ai/data/form-d/state/ohio) · [All recent Other Banking and Financial Services filings](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services)

Read from SEC EDGAR. Amount sold is what Ohio Wealth Partners 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](https://creativecommons.org/licenses/by/4.0/).