What amount sold does Planet Wealth, Inc. report in Form D filings?

The latest linked filings report $10.6M sold across 4 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Planet Wealth, Inc.'s most recent SEC filing?

Planet Wealth, Inc.'s most recent Form D filing was on 2023-11-02.

How many investors does Planet Wealth, Inc. have?

The most recent Form D filing lists 18 investor(s).

What type of securities does Planet Wealth, Inc. offer?

Planet Wealth, Inc.'s SEC Form D filings indicate debt offerings.

Planet Wealth, Inc.

CIK: 0001747101·Other Banking and Financial Services·Bentonville, AR·Corporation

Reported Sold

$10,639,479

Total Filings

Identified Offerings

Last Filed

Nov 2, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other Banking and Financial Services industry

SEC EDGAR

Offering filing timeline

Nov 2, 2023Form D/A — Amendment

Reported sold: $1,350,000 · Target: $1,350,000

Rule 506(b)·18 investors

Changed: Reported amount sold, Offering target, Reported investors

Aug 14, 2023Form D — New notice

Reported sold: $500,000 · Target: $1,500,000

Rule 506(b)·1 investor

Apr 21, 2022Form D/A — Amendment

Reported sold: $2,817,999 · Target: $2,817,999

Rule 506(b)·32 investors

Changed: Reported amount sold, Offering target, Reported investors

Sep 7, 2021Form D — New notice

Reported sold: $1,195,000 · Target: $5,000,000

Rule 506(b)·21 investors

Jul 14, 2021Form D/A — Amendment

Reported sold: $5,175,000 · Target: $5,175,000

Rule 506(b)·76 investors·Section 4(a)(5)

Changed: Reported amount sold, Offering target, Reported investors

Jan 7, 2021Form D — New notice

Reported sold: $1,310,000 · Target: $6,000,000

Rule 506(b)·12 investors·Section 4(a)(5)

Apr 13, 2020Form D — New notice

Reported sold: $1,296,480 · Target: $2,500,000

Rule 506(b)·10 investors·Section 4(a)(5)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

No Revenues

Reported commissions across identified offerings

Amendment Rate

43%

Latest reported sold across 4 identified offerings

$10,639,479

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Christopher Corica

Related Person

Appears on 5 filings

Thaddeus A. Wier

Related Person

Appears on 3 filings

Lance A. Woodson

Related Person

Appears on 3 filings

Greg Sossaman

Related Person

Appears on 2 filings

Lance Woodson

Related Person

Appears on 2 filings

Robert Jeffrey Cole

Related Person

Appears on 2 filings

Chris Corica

Related Person

Appears on 2 filings

Craig Weiss

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Nov 2, 2023	Amendment	$1,350,000	$1,350,000	18
Aug 14, 2023	New	$1,500,000	$500,000	1
Apr 21, 2022	Amendment	$2,817,999	$2,817,999	32
Sep 7, 2021	New	$5,000,000	$1,195,000	21
Jul 14, 2021	Amendment	$5,175,000	$5,175,000	76
Jan 7, 2021	New	$6,000,000	$1,310,000	12
Apr 13, 2020	New	$2,500,000	$1,296,480	10

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Panacea Financial Holdings, Inc.

Other Banking and Financial Services

Offering target: $15,000,000

Filed Nov 2, 2026