Data / Form D filings / Planet Wealth, Inc.
Planet Wealth, Inc.: Form D filings
Planet Wealth, Inc., a financial services company in Bentonville, AR, filed 8 Form D notices with the SEC between 2018 and 2023. The latest, on November 2, 2023, reports $1.4 million sold of a $1.4 million offering to 18 investors.
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Company details from the filing
- Address
- 300 NW B Street #1, Bentonville, AR, 72712
- Phone
- (479) 755-3460
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- No Revenues
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1747101
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 2, 2023 | Amendment | $1,350,000 | $1,350,000 | 18 | Aug 2, 2023 | sec.gov | |
| Aug 14, 2023 | New notice | $1,500,000 | $500,000 | $1,000,000 | 1 | Aug 2, 2023 | sec.gov |
| Apr 21, 2022 | Amendment | $2,817,999 | $2,817,999 | 32 | Aug 25, 2021 | sec.gov | |
| Sep 7, 2021 | New notice | $5,000,000 | $1,195,000 | $3,805,000 | 21 | Aug 25, 2021 | sec.gov |
| Jul 14, 2021 | Amendment | $5,175,000 | $5,175,000 | 76 | Nov 21, 2020 | sec.gov | |
| Jan 7, 2021 | New notice | $6,000,000 | $1,310,000 | $4,690,000 | 12 | Nov 21, 2020 | sec.gov |
| Apr 13, 2020 | New notice | $2,500,000 | $1,296,480 | $1,203,520 | 10 | Mar 31, 2020 | sec.gov |
| Oct 17, 2018 | New notice | $1,000,000 | $195,031 | $804,969 | 9 | Sep 30, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Lance Woodson | Executive Officer, Director | |
| Craig Weiss | Director | |
| Chris Corica | Director |
Other financial services companies in Arkansas that filed recently
- Panacea Financial Holdings, Inc. $8 million · Nov 2, 2026
Every Form D from the week of Oct 30, 2023 · All recent filings in Arkansas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Planet Wealth, 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.