What amount sold does PWAM Advisor Partners, LLC report in Form D filings?

The latest linked filings report $70K sold across 1 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 PWAM Advisor Partners, LLC's most recent SEC filing?

PWAM Advisor Partners, LLC's most recent Form D filing was on 2021-09-15.

How many investors does PWAM Advisor Partners, LLC have?

The most recent Form D filing lists 9 investor(s).

What type of securities does PWAM Advisor Partners, LLC offer?

PWAM Advisor Partners, LLC's SEC Form D filings indicate equity offerings.

PWAM Advisor Partners, LLC

CIK: 0001883033·Other Banking and Financial Services·CEDAR RAPIDS, IA·Limited Liability Company·Founded 2021

Reported Sold

$69,647

Total Filings

Identified Offerings

Last Filed

Sep 15, 2021

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

Sep 15, 2021Form D — New notice

Reported sold: $69,647 · Target: $100,000

Rule 506(b)·9 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 1 identified offering

$69,647

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

Jeffrey H. Shipley

Related Person

Appears on 1 filing

Timothy Kneen

Related Person

Appears on 1 filing

Maxwell T. Smith

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 15, 2021	New	$100,000	$69,647	9

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.

Growers Edge Financial, Inc.

Other Banking and Financial Services

Offering target: $26,191,973

Filed Oct 8, 2026