Who Just Raised

WealthPlan Trading LLC

New York, NY ยท Financial Services

WealthPlan Trading LLC is a financial services company based in New York, New York. In a Form D filed with the SEC on September 18, 2026, it reported an offering of indefinite size with no sales completed at the time of filing.

Amount raised
None reported yet
Offering size
Indefinite
Investors so far
0
Minimum investment
$50,000
First sale
Not yet occurred
Securities offered
Debt
Exemption claimed
Rule 506(b)
Industry
Financial Services
Headquarters
New York, New York
Incorporated
New York
Entity type
Limited Liability Company

Filings

FiledFormRaisedOffering sizeInvestorsSource
D (new notice) โ€” Indefinite 0 SEC filing

Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.

Other financial services raises in New York

Company Location Sector Raised Target Filed
SpectrAxe Holdings, Inc. New York, NY Financial Services $1.2M $5M
Nant Global Finance Inc. Woodbury, NY Financial Services $250K $2.3M
GS Finance Corp. New York, NY Financial Services $15.9M $15.9M
Kashable Holdings Inc. New York, NY Financial Services $42M $42M
GS Finance Corp. New York, NY Financial Services $3.9M $3.9M
XN Companies Inc. New York, NY Financial Services $30.5M $45M