Data / Form D filings / WEALTHHUB SOLUTIONS, INC.
WEALTHHUB SOLUTIONS, INC.: Form D filings
WEALTHHUB SOLUTIONS, INC., a technology company in Conshohocken, PA, filed 6 Form D notices with the SEC between 2015 and 2024. The latest, on December 20, 2024, reports $1.6 million sold of a $1.6 million offering to 2 investors.
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Company details from the filing
- Address
- 375 East Elm Street, SUITE 110, Conshohocken, PA, 19428
- Phone
- (610) 915-2120
- Industry
- Other Technology
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1654916
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Dec 20, 2024 | Amendment | $1,576,356 | $1,576,356 | 2 | Nov 7, 2024 | sec.gov | |
| Nov 22, 2024 | New notice | $1,550,000 | $999,998 | $550,002 | 2 | Nov 7, 2024 | sec.gov |
| Nov 27, 2019 | New notice | $6,097,297 | $5,597,297 | $500,000 | 23 | Nov 15, 2019 | sec.gov |
| Sep 20, 2016 | Amendment | $1,750,000 | $1,600,000 | $150,000 | 15 | Sep 22, 2015 | sec.gov |
| Jul 15, 2016 | Amendment | $1,100,000 | $875,000 | $225,000 | 8 | Sep 22, 2015 | sec.gov |
| Oct 6, 2015 | New notice | $500,000 | $200,000 | $300,000 | 2 | Sep 22, 2015 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Antony Joffe | Director | |
| Holly Flanagan | Director | |
| James Marks | Executive Officer, Director | |
| David Nevas | Director | |
| Richard Vague | Director |
Other technology companies in Pennsylvania that filed recently
- StoryFlight Labs, PBC $755,000 · Oct 21, 2026
- Admirra, Inc. $430,000 · Oct 16, 2026
- Pipe Force AI, Inc. $1.1 million · Oct 15, 2026
- Rapid Brain Labs Co offering · Oct 9, 2026
- VeriMedic, Inc. $30,000 · Oct 2, 2026
- Open Education Technologies LLC $775,000 · Sep 18, 2026
Every Form D from the week of Dec 16, 2024 · All recent filings in Pennsylvania · All recent Other Technology filings
Read from SEC EDGAR. Amount sold is what WEALTHHUB SOLUTIONS, 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.