# Wealth Engineering LLC: Form D filing

Wealth Engineering LLC, a financial services company in Tinton Falls, NJ, filed a Form D with the SEC in 2014. The latest, on February 12, 2014, reports $150,000 sold of a $1 million offering to 1 investor.

Find out what Wealth Engineering 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 New Jersey](https://specstream.ai/data/form-d/state/new-jersey): 714 rows, by operating companies, filed since November 1, 2024, $35.70, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/new-jersey
- [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: 200 TORNILLO WAY, Tinton Falls, NJ, 07712
- Phone: (732) 889-4308
- Industry: Other Banking and Financial Services
- Entity type: Limited Liability Company
- Incorporated in: New Jersey
- Year incorporated: 2010
- Revenue range: $1 - $1,000,000
- Exemptions claimed: Rule 506(c)
- SEC identifier (CIK): 1518540

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Feb 12, 2014 | New notice | $1,000,000 | $150,000 | $850,000 | 1 | Jan 30, 2014 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1518540/000114420414007682/0001144204-14-007682-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Mario Romano | Executive Officer |  |
| Gina Romano | Director |  |
| Annette Raynor | Executive Officer, Director |  |
| Kevin Raynor | Director |  |

## Other financial services companies in New Jersey that filed recently

- [2GenPen Inc.](https://specstream.ai/data/form-d/company/2genpen-inc-2158639) $50,000 · Oct 14, 2026
- [First Harvest Federal Credit Union](https://specstream.ai/data/form-d/company/first-harvest-federal-credit-union-2154796) $6 million · Sep 15, 2026
- [Alexander Capital Ventures LLC](https://specstream.ai/data/form-d/company/alexander-capital-ventures-llc-1682558) $6 million · Sep 14, 2026
- [Mortgage Automation Technologies, Inc.](https://specstream.ai/data/form-d/company/mortgage-automation-technologies-inc-1949872) $150,000 · Sep 11, 2026
- [POS Ventures SPV I, LLC](https://specstream.ai/data/form-d/company/pos-ventures-spv-i-llc-2152416) $210,000 · Sep 10, 2026
- [Estee Capital LLC](https://specstream.ai/data/form-d/company/estee-capital-llc-1654493) $41.1 million · Aug 19, 2026

[Every Form D from the week of Feb 10, 2014](https://specstream.ai/data/form-d/week/2014-02-10) · [All recent filings in New Jersey](https://specstream.ai/data/form-d/state/new-jersey) · [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 Wealth Engineering 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/).
