About Wealthhub Solutions
Wealthhub Solutions is a private company based in Conshohocken, Pennsylvania. It has reported $8,773,653 raised in three offerings on Form D since October 2015. Its chief executive is James Marks.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Nov 7, 2024 | Nov 22, 2024amended Dec 20, 2024 | $1,576,356fully sold | 2 | $788K | Equity, Options, Securities on exerciseRule 506(b) | Form D/A ↗1 earlier filing |
| Nov 15, 2019 | Nov 27, 2019 | $5,597,297of $6.0M target | 23 | $243K | Equity, Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Sep 22, 2015 | Oct 6, 2015amended Sep 20, 2016 | $1,600,000of $1.7M target | 15 | $106K | Debt, Options, Securities on exerciseRule 506(b) | Form D/A ↗2 earlier filings |
| Total, three offerings | $8,773,653 | |||||
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 Wealthhub Solutions's Form D filed Dec 20, 2024.
AJ
Antony Joffe
Director
HF
Holly Flanagan
Director
JM
James Marks
President and Chief Executive Officer, director
DN
RV
Richard Vague
Director
Earlier filings also listed Stanley Joffe (director and promoter, last listed Sep 2016), John Santi (director, last listed Sep 2016) and C. Corl (promoter, last listed Sep 2016).