Data / Form D filings / WELLNESS COACHES USA, LLC
WELLNESS COACHES USA, LLC: Form D filings
WELLNESS COACHES USA, LLC, a company in Blue Bell, PA, filed 4 Form D notices with the SEC between 2023 and 2025. The latest, on March 5, 2025, reports $13.3 million sold of a $15 million offering to 11 investors.
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Company details from the filing
- Address
- 725 SKIPPACK PIKE, Blue Bell, PA, 19422
- Phone
- (866) 894-1300
- Industry
- Other
- Entity type
- Limited Liability Company
- Incorporated in
- Pennsylvania
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1971943
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Mar 5, 2025 | Amendment | $15,000,000 | $13,250,000 | $1,750,000 | 11 | Mar 25, 2024 | sec.gov |
| Aug 7, 2024 | Amendment | $12,000,000 | $9,750,000 | $2,250,000 | 9 | Mar 25, 2024 | sec.gov |
| Apr 3, 2024 | New notice | $4,878,036 | $4,878,036 | 6 | Mar 25, 2024 | sec.gov | |
| Mar 31, 2023 | New notice | $4,000,000 | $4,000,000 | 8 | Mar 19, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Gene McGuire | Director | |
| Milton Morgan III | Director | |
| William Daggett, Jr. | Director | |
| Jay Vandergrift, Jr. | Director | |
| Robert Putnam | Executive Officer, Director | |
| Richard Jacoby | Director | |
| Robert Ayerle | Director |
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Every Form D from the week of Mar 3, 2025 · All recent filings in Pennsylvania · All recent Other filings
Read from SEC EDGAR. Amount sold is what WELLNESS COACHES USA, 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.