Data / Form D filings / WealthPlan Trading LLC
WealthPlan Trading LLC: Form D filings
WealthPlan Trading LLC, a financial services company in New York, NY, filed 2 Form D notices with the SEC between 2025 and 2026. The latest, on September 18, 2026, reports an offering of no set size with nothing sold yet.
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
- 228 PARK AVE S 41371, New York, NY, 10003
- Phone
- (323) 790-4989
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- New York
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2091547
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov | |
| Nov 26, 2025 | New notice | Indefinite | $4,465,000 | 33 | Dec 26, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| ANTHONY RYAN LESLIE | Executive Officer |
Other financial services companies in New York that filed recently
- NEXROC SVCV, Inc. offering · Nov 2, 2026
- Supervest Investments, LLC, Series D $28.3 million · Nov 2, 2026
- Supervest Investments, LLC, Series A $13.3 million · Nov 2, 2026
- Brix Investment Holdings, LLC $1 million · Nov 2, 2026
- Nant Global Finance Inc. $2.3 million · Oct 21, 2026
- Auset MCA Fund 1 $1.2 million · Oct 19, 2026
Every Form D from the week of Sep 14, 2026 · All recent filings in New York · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what WealthPlan Trading 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.