Data / Form D filings / Smartdata Wealth, Inc.
Smartdata Wealth, Inc.: Form D filing
Smartdata Wealth, Inc., a financial services company in Omaha, NE, filed a Form D with the SEC in 2025. The latest, on February 26, 2025, reports $1.5 million sold of a $5.5 million offering to 2 investors.
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Company details from the filing
- Address
- 920 S 107th Ave, Suite 212, Omaha, NE, 68114
- Phone
- (402) 783-1700
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Year incorporated
- 2024
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2058224
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Feb 26, 2025 | New notice | $5,533,575 | $1,533,575 | $4,000,000 | 2 | Feb 11, 2025 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Christopher Mangan | Director | |
| Jared Hollinger | Director | |
| Kyle McCormick | Director | |
| Ryan Morrison | Executive Officer, Director |
Other financial services companies in Nebraska that filed recently
- Private Wealth Asset Management, LLC $5.7 million · Aug 21, 2026
Every Form D from the week of Feb 24, 2025 · All recent filings in Nebraska · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Smartdata 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.