Data / Form D filings / STEPSTONE WEALTH LLC
STEPSTONE WEALTH LLC: Form D filings
STEPSTONE WEALTH LLC, a commercial real estate company in Frisco, TX, filed 2 Form D notices with the SEC in 2024. The latest, on September 27, 2024, reports an offering of $5 million with nothing sold yet.
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Company details from the filing
- Address
- 13221 MULCH LANE, Frisco, TX, 75035
- Phone
- (408) 705-8515
- Industry
- Commercial
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2024
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c), Investment Company Act section 3(c), section 3(c)(1)
- SEC identifier (CIK)
- 2038908
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 27, 2024 | New notice | $5,000,000 | $0 | $5,000,000 | 0 | Yet to occur | sec.gov |
| Sep 27, 2024 | New notice | $5,000,000 | $0 | $5,000,000 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| WING WONG (FIONA) PRUDHOMME | Executive Officer |
Other commercial real estate companies in Texas that filed recently
- Touchstone Hospitality Fund II LLC $700,000 · Nov 2, 2026
- Almeda Genoa Warehouse, LLC $1.1 million · Oct 29, 2026
- Woodland Hills Phase 1 LLC offering · Oct 29, 2026
- Acre Fund A, LLC offering · Oct 29, 2026
- PRC Equity Fund I, LLC $100,000 · Oct 29, 2026
- Big Sandy Townhomes, LLC offering · Oct 28, 2026
Every Form D from the week of Sep 23, 2024 · All recent filings in Texas · All recent Commercial filings
Read from SEC EDGAR. Amount sold is what STEPSTONE WEALTH 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.