Form D · Other Banking and Financial Services
WealthPlan Trading LLC
New York, NY · CIK 0002091547
Offering snapshot reported Sep 18, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 18, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 26, 2025 | Initial | $4,465,000 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-598041
Source: Form D, filed Sep 18, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Anthony Ryan Leslie | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
228 Park Ave S 41371
New York, NY, 10003
Phone: (323) 790-4989
New York, NY, 10003
Phone: (323) 790-4989