About Planet Wealth
Planet Wealth is a private company based in Bentonville, Arkansas. It has reported $10,834,510 raised in five offerings on Form D since October 2018. Its chief executive is Lance Woodson.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Aug 2, 2023 | Aug 14, 2023amended Nov 2, 2023 | $1,350,000fully sold | 18 | $75,000 | Debt, OptionsRule 506(b) | Form D/A ↗1 earlier filing |
| Aug 25, 2021 | Sep 7, 2021amended Apr 21, 2022 | $2,817,999fully sold | 32 | $88,062 | Equity, DebtRule 506(b) | Form D/A ↗1 earlier filing |
| Nov 21, 2020 | Jan 7, 2021amended Jul 14, 2021 | $5,175,000fully sold | 76 | $68,092 | EquityRule 506(b), 4a5 | Form D/A ↗1 earlier filing |
| Mar 31, 2020 | Apr 13, 2020 | $1,296,480of $2.5M target | 10 | $129K | EquityRule 506(b), 4a5 | Form D ↗ |
| Sep 30, 2018 | Oct 17, 2018 | $195,031of $1.0M target | 9 | $21,670 | EquityRule 506(b) | Form D ↗ |
| Total, five offerings | $10,834,510 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Planet Wealth's Form D filed Nov 2, 2023.
Earlier filings also listed Robert Cole (director, last listed Apr 2022), Greg Sossaman (ceo, last listed Apr 2022), Thaddeus Wier (executive officer and director, last listed Jul 2021), Robert Stockdale (executive officer and director, last listed Oct 2018) and Michael Brennan (executive officer and director, last listed Oct 2018).