SEC Form D private-offering filing

Suma Wealth, Inc.

Name: Suma Wealth, Inc. - new SEC Form D private-offering filing, Santa Monica, CA
Published: 2025-11-25

A new SEC Form D private-offering notice from Santa Monica, CA, a $6,850,500 filer-stated offering target in Fintech. The source filing is one click away.

Suma Wealth, Inc. site↗ Verified via SEC Form D

Fintech app and platform providing culturally tailored financial education and wealth building tools for young U.S. Latinos

Filed 2025-11-25Filed to raise $6,850,500First money in 2025-11-12Raised so far $5,575,497HQ (as filed) Santa Monica, CASector Fintech ✓Stage (inferred) EarlyCall status Call-ready

Source linked the Form D on EDGAR↗Website verified sumawealth.com↗Named in the filing 7 executives & directors

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This is a public SEC Form D private-offering notice, the filer's own statement to the SEC. Amounts are offering targets, not confirmed closes. Takeoff Radar pulls Form D nightly from EDGAR and links every filing to its source.