About Suma Wealth
Suma Wealth is a private company based in Santa Monica, California. It has reported $8,907,500 raised in two offerings on Form D since December 2021. Its chief executive is Beatriz Acevedo.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Nov 12, 2025 | Nov 25, 2025 | $5,575,497of $6.8M target | 22 | $253K | EquityRule 506(b) | Form D ↗ |
| Aug 25, 2021 | Dec 13, 2021 | $3,332,003of $4.3M target | 20 | $166K | EquityRule 506(b) | Form D ↗ |
| Total, two offerings | $8,907,500 | |||||
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 Suma Wealth's Form D filed Nov 25, 2025.
XG
Xavier Gutierrez
Director
GD
Guillermo Diaz
Director
BA
Beatriz Acevedo
Chief Executive Officer and director
DS
Dan Skaff
Director
DC
Daniella Corrente
Executive officer
SH
Samara Hernandez
Director
MH
Mary Hernandez
Executive officer