What amount sold does WealthPlan Trading LLC report in Form D filings?

The latest linked filings report $4.5M sold across 2 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 WealthPlan Trading LLC's most recent SEC filing?

WealthPlan Trading LLC's most recent Form D filing was on 2026-09-18.

What type of securities does WealthPlan Trading LLC offer?

WealthPlan Trading LLC's SEC Form D filings indicate debt offerings.

WealthPlan Trading LLC

CIK: 0002091547·Other Banking and Financial Services·NEW YORK, NY·Limited Liability Company

Reported Sold

$4,465,000

Total Filings

Identified Offerings

Last Filed

Sep 18, 2026

Employees

—

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

Offering filing timeline

Sep 18, 2026Form D — New notice

Reported sold: $0 · Target: Indefinite

Rule 506(b)·0 investors

Nov 26, 2025Form D — New notice

Reported sold: $4,465,000 · Target: N/A

Rule 506(b)·33 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 2 identified offerings

$4,465,000

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

ANTHONY RYAN LESLIE

Executive Officer

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 18, 2026	New	Indefinite	$0	0
Nov 26, 2025	New	N/A	$4,465,000	33

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.

Nant Global Finance Inc.

Other Banking and Financial Services

Offering target: $2,250,003

Filed Oct 21, 2026