SEC Form D filing

Suma Wealth, Inc., 2025-11-25

An SEC Form D private-offering notice from Santa Monica, CA, a $6,850,500 filer-stated offering target in Fintech. Filed 2025-11-25. The source filing is one click away. For companies that filed this week, open the live feed.

What this filing says

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 web-verified against the company’s own siteStage (inferred) EarlyCall status Call-ready
Source linked the Form D on EDGAR↗Website verified sumawealth.com↗Named in the filing 7 executives & directors

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.

Other Form D filings from the same week

each with its own page and its own EDGAR source