Data / Form D filings / Suma Wealth, Inc.
Suma Wealth, Inc.: Form D filings
Suma Wealth, Inc., a company in Santa Monica, CA, filed 2 Form D notices with the SEC between 2021 and 2025. The latest, on November 25, 2025, reports $5.6 million sold of a $6.9 million offering to 22 investors.
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Company details from the filing
- Address
- 1023 MAPLE STREET, Santa Monica, CA, 90405
- Phone
- (805) 298-0055
- Industry
- Other
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1898475
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 25, 2025 | New notice | $6,850,500 | $5,575,497 | $1,275,003 | 22 | Nov 12, 2025 | sec.gov |
| Dec 13, 2021 | New notice | $4,330,000 | $3,332,003 | $997,997 | 20 | Aug 25, 2021 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Xavier Gutierrez | Director | |
| Guillermo Meija Diaz | Director | |
| Beatriz Acevedo | Executive Officer, Director, Promoter | |
| Dan Skaff | Director | |
| Daniella Meija Corrente | Executive Officer | |
| Samara Meija Hernandez | Director | |
| Mary Meija Hernandez | Executive Officer |
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Every Form D from the week of Nov 24, 2025 · All recent filings in California · All recent Other filings
Read from SEC EDGAR. Amount sold is what Suma 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.